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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
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 46B vs. IIIAX (703M). IIIAX pays higher dividends than APHKX: IIIAX (2.44) vs APHKX (1.56). APHKX was incepted earlier than IIIAX: APHKX (20 years) vs IIIAX (19 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 : 16.32 vs. APHKX (10.46). IIIAX return over 5 years is better than : 46.23 vs. APHKX (42.65).
| 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 | 19 years | - |
| Gain YTD | 11.532 | 11.296 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46B | 703M | 6,543% |
| Annual Yield % from dividends | 1.56 | 2.44 | 64% |
| Returns for 1 year | 10.46 | 16.32 | 64% |
| Returns for 3 years | 42.99 | 59.96 | 72% |
| Returns for 5 years | 42.65 | 46.23 | 92% |
| Returns for 10 years | 105.93 | 127.10 | 83% |
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