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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
Jul 14, 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: 45.1B vs. IVIFX (1.35B). APHKX pays higher dividends than IVIFX: APHKX (1.60) vs IVIFX (0.40). 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: 108.00 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 : 17.71 vs. IVIFX (-0.61). APHKX return over 5 years is better than : 43.05 vs. IVIFX (18.46).
| 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 | 12.956 | 8.766 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1B | 1.35B | 3,336% |
| Annual Yield % from dividends | 1.60 | 0.40 | 400% |
| Returns for 1 year | 17.71 | -0.61 | -2,920% |
| Returns for 3 years | 41.76 | 24.70 | 169% |
| Returns for 5 years | 43.05 | 18.46 | 233% |
| Returns for 10 years | 116.23 | 57.23 | 203% |
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