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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
Aug 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 45.9B vs. IIIAX (717M). IIIAX pays higher dividends than APHKX: IIIAX (2.48) vs APHKX (1.56). 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 : 19.48 vs. APHKX (17.32). IIIAX return over 5 years is better than : 51.58 vs. APHKX (48.79).
| 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 | 16.537 | 12.848 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.9B | 717M | 6,402% |
| Annual Yield % from dividends | 1.56 | 2.48 | 63% |
| Returns for 1 year | 17.32 | 19.48 | 89% |
| Returns for 3 years | 51.79 | 63.98 | 81% |
| Returns for 5 years | 48.79 | 51.58 | 95% |
| Returns for 10 years | 111.92 | 125.02 | 90% |
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