Interact to see
Advertisement
Advertisement
APHKX vs IVIAX
APHKX vs IVIAX Comparison
Open Charts APHKX vs IVIAX
APHKX vs IVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APHKX vs. IVIAX 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 IVIAX is a Hold.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 44.4B vs. IVIAX (1.37B). APHKX pays higher dividends than IVIAX: APHKX (1.57) vs IVIAX (1.07). APHKX was incepted earlier than IVIAX: APHKX (20 years) vs IVIAX (29 years). IVIAX (1.30) is less costly to investors than APHKX (0.97). IVIAX is a more actively managed with annual turnover of: 84.00 vs. APHKX (24.70). IVIAX has a lower initial minimum investment than APHKX: IVIAX (1000) vs APHKX (1000000). APHKX annual gain was more profitable for investors over the last year : 16.55 vs. IVIAX (5.02). APHKX return over 5 years is better than : 37.51 vs. IVIAX (23.85).
| APHKX | IVIAX | APHKX / IVIAX | |
| Total Expense Ratio | 0.97 | 1.02 | 95% |
| Annual Report Gross Expense Ratio | 0.97 | 1.30 | 75% |
| Fund Existence | 20 years | 29 years | - |
| Gain YTD | 9.912 | 9.224 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.4B | 1.37B | 3,253% |
| Annual Yield % from dividends | 1.57 | 1.07 | 147% |
| Returns for 1 year | 16.55 | 5.02 | 330% |
| Returns for 3 years | 42.57 | 35.17 | 121% |
| Returns for 5 years | 37.51 | 23.85 | 157% |
| Returns for 10 years | 118.02 | 81.53 | 145% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers