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APHKX vs IIIAX
APHKX vs IIIAX Comparison
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APHKX vs IIIAX Comparison Chart in %
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APHKX vs. IIIAX commentary
Jun 24, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APHKX is a Buy and IIIAX is a Hold.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 44.4B vs. IIIAX (704M). IIIAX pays higher dividends than APHKX: IIIAX (2.53) vs APHKX (1.57). APHKX was incepted earlier than IIIAX: APHKX (20 years) vs IIIAX (18 years). IIIAX (1.08) is less costly to investors than APHKX (0.97). APHKX is a more actively managed with annual turnover of: 24.70 vs. IIIAX (4.00). IIIAX has a lower initial minimum investment than APHKX: IIIAX (0) vs APHKX (1000000). IIIAX annual gain was more profitable for investors over the last year : 23.86 vs. APHKX (17.86). IIIAX return over 5 years is better than : 48.41 vs. APHKX (39.77).
| APHKX | IIIAX | APHKX / IIIAX | |
| Total Expense Ratio | 0.97 | 0.94 | 103% |
| Annual Report Gross Expense Ratio | 0.97 | 1.08 | 90% |
| Fund Existence | 20 years | 18 years | - |
| Gain YTD | 10.824 | 10.113 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.4B | 704M | 6,307% |
| Annual Yield % from dividends | 1.57 | 2.53 | 62% |
| Returns for 1 year | 17.86 | 23.86 | 75% |
| Returns for 3 years | 43.75 | 57.64 | 76% |
| Returns for 5 years | 39.77 | 48.41 | 82% |
| Returns for 10 years | 119.83 | 141.28 | 85% |
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