Interact to see
Advertisement
Advertisement
APHKX vs IVVYX
APHKX vs IVVYX Comparison
Open Charts APHKX vs IVVYX
APHKX vs IVVYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APHKX vs. IVVYX 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 IVVYX is a Buy.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 42.6B vs. IVVYX (1.35B). APHKX pays higher dividends than IVVYX: APHKX (1.57) vs IVVYX (1.04). APHKX was incepted earlier than IVVYX: APHKX (20 years) vs IVVYX (23 years). IVVYX (1.30) is less costly to investors than APHKX (0.97). IVVYX is a more actively managed with annual turnover of: 84.00 vs. APHKX (24.70). IVVYX has a lower initial minimum investment than APHKX: IVVYX (0) vs APHKX (1000000). APHKX annual gain was more profitable for investors over the last year : 16.49 vs. IVVYX (1.95). APHKX return over 5 years is better than : 36.62 vs. IVVYX (18.79).
| APHKX | IVVYX | APHKX / IVVYX | |
| Total Expense Ratio | 0.97 | 1.02 | 95% |
| Annual Report Gross Expense Ratio | 0.97 | 1.30 | 75% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 10.638 | 6.371 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.6B | 1.35B | 3,165% |
| Annual Yield % from dividends | 1.57 | 1.04 | 151% |
| Returns for 1 year | 16.49 | 1.95 | 844% |
| Returns for 3 years | 45.25 | 32.27 | 140% |
| Returns for 5 years | 36.62 | 18.79 | 195% |
| Returns for 10 years | 107.53 | 66.36 | 162% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CIICX | 49.83 | N/A | N/A |
| American Funds Intl Gr and Inc 529C | |||
| SMDIX | 21.71 | N/A | N/A |
| Hartford Schroders US MidCap Opps I | |||
| NAMAX | 17.02 | N/A | N/A |
| Columbia Select Mid Cap Value Instl | |||
| IIGZX | 12.36 | N/A | N/A |
| Voya Global High Dividend Low Vol Port I | |||
| SEKRX | 30.17 | N/A | N/A |
| DWS Emerging Markets Equity R6 | |||