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APHKX vs IVIFX
APHKX vs IVIFX Comparison
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APHKX vs IVIFX Comparison Chart in %
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APHKX vs. IVIFX 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 IVIFX is a Buy.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 42.6B vs. IVIFX (1.35B). APHKX pays higher dividends than IVIFX: APHKX (1.57) vs IVIFX (0.41). APHKX was incepted earlier than IVIFX: APHKX (20 years) vs IVIFX (29 years). IVIFX (2.05) is less costly to investors than APHKX (0.97). IVIFX is a more actively managed with annual turnover of: 84.00 vs. APHKX (24.70). IVIFX has a lower initial minimum investment than APHKX: IVIFX (1000) vs APHKX (1000000). APHKX annual gain was more profitable for investors over the last year : 16.49 vs. IVIFX (-0.54). APHKX return over 5 years is better than : 36.62 vs. IVIFX (13.26).
| APHKX | IVIFX | APHKX / IVIFX | |
| Total Expense Ratio | 0.97 | 1.77 | 55% |
| Annual Report Gross Expense Ratio | 0.97 | 2.05 | 47% |
| Fund Existence | 20 years | 29 years | - |
| Gain YTD | 10.638 | 6.068 | 175% |
| Front Load | N/A | N/A | - |
| 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 | 0.41 | 382% |
| Returns for 1 year | 16.49 | -0.54 | -3,074% |
| Returns for 3 years | 45.25 | 27.06 | 167% |
| Returns for 5 years | 36.62 | 13.26 | 276% |
| Returns for 10 years | 107.53 | 53.01 | 203% |
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