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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
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 46B vs. IVIFX (1.33B). APHKX pays higher dividends than IVIFX: APHKX (1.56) 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 : 10.46 vs. IVIFX (-2.19). APHKX return over 5 years is better than : 42.65 vs. IVIFX (20.12).
| APHKX | IVIFX | APHKX / IVIFX | |
| Total Expense Ratio | 0.97 | 1.76 | 55% |
| Annual Report Gross Expense Ratio | 0.97 | 2.05 | 47% |
| Fund Existence | 20 years | 29 years | - |
| Gain YTD | 11.532 | 10.114 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46B | 1.33B | 3,459% |
| Annual Yield % from dividends | 1.56 | 0.40 | 391% |
| Returns for 1 year | 10.46 | -2.19 | -478% |
| Returns for 3 years | 42.99 | 29.78 | 144% |
| Returns for 5 years | 42.65 | 20.12 | 212% |
| Returns for 10 years | 105.93 | 55.12 | 192% |
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