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APHKX vs IIIIX
APHKX vs IIIIX Comparison
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APHKX vs IIIIX Comparison Chart in %
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APHKX vs. IIIIX commentary
Aug 03, 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 StrongBuy and IIIIX is a Buy.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 45.1B vs. IIIIX (721M). IIIIX pays higher dividends than APHKX: IIIIX (4.11) vs APHKX (1.56). APHKX was incepted earlier than IIIIX: APHKX (20 years) vs IIIIX (18 years). APHKX (0.97) is less costly to investors than IIIIX (0.58). APHKX is a more actively managed with annual turnover of: 24.70 vs. IIIIX (4.00). IIIIX has a lower initial minimum investment than APHKX: IIIIX (0) vs APHKX (1000000). IIIIX annual gain was more profitable for investors over the last year : 24.44 vs. APHKX (19.80). IIIIX return over 5 years is better than : 52.97 vs. APHKX (45.11).
| APHKX | IIIIX | APHKX / IIIIX | |
| Total Expense Ratio | 0.97 | 0.45 | 216% |
| Annual Report Gross Expense Ratio | 0.97 | 0.58 | 167% |
| Fund Existence | 20 years | 18 years | - |
| Gain YTD | 15.206 | 11.547 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1B | 721M | 6,255% |
| Annual Yield % from dividends | 1.56 | 4.11 | 38% |
| Returns for 1 year | 19.80 | 24.44 | 81% |
| Returns for 3 years | 45.10 | 55.90 | 81% |
| Returns for 5 years | 45.11 | 52.97 | 85% |
| Returns for 10 years | 118.16 | 139.39 | 85% |
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