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APHKX vs IVIAX
APHKX vs IVIAX Comparison
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APHKX vs IVIAX Comparison Chart in %
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APHKX vs. IVIAX commentary
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 42.6B vs. IVIAX (1.35B). 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 : 16.49 vs. IVIAX (1.90). APHKX return over 5 years is better than : 36.62 vs. IVIAX (18.63).
| 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 | 10.638 | 6.386 | 167% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.6B | 1.35B | 3,165% |
| Annual Yield % from dividends | 1.57 | 1.07 | 147% |
| Returns for 1 year | 16.49 | 1.90 | 866% |
| Returns for 3 years | 45.25 | 32.15 | 141% |
| Returns for 5 years | 36.62 | 18.63 | 197% |
| Returns for 10 years | 107.53 | 65.74 | 164% |
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