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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
Jun 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 Buy and IIIIX is a Hold.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 42.6B vs. IIIIX (695M). IIIIX pays higher dividends than APHKX: IIIIX (4.20) vs APHKX (1.57). 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 : 20.06 vs. APHKX (16.49). IIIIX return over 5 years is better than : 48.32 vs. APHKX (36.62).
| 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 | 10.638 | 8.975 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.6B | 695M | 6,129% |
| Annual Yield % from dividends | 1.57 | 4.20 | 37% |
| Returns for 1 year | 16.49 | 20.06 | 82% |
| Returns for 3 years | 45.25 | 57.60 | 79% |
| Returns for 5 years | 36.62 | 48.32 | 76% |
| Returns for 10 years | 107.53 | 133.87 | 80% |
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