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APHKX vs JAIGX
APHKX vs JAIGX Comparison
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APHKX vs JAIGX Comparison Chart in %
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APHKX vs. JAIGX commentary
Aug 03, 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 StrongBuy and JAIGX is a Hold.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 45.1B vs. JAIGX (874M). APHKX pays higher dividends than JAIGX: APHKX (1.56) vs JAIGX (0.89). APHKX was incepted earlier than JAIGX: APHKX (20 years) vs JAIGX (32 years). APHKX (0.97) is less costly to investors than JAIGX (0.72). JAIGX is a more actively managed with annual turnover of: 42.00 vs. APHKX (24.70). JAIGX has a lower initial minimum investment than APHKX: JAIGX (0) vs APHKX (1000000). JAIGX annual gain was more profitable for investors over the last year : 27.29 vs. APHKX (19.80). JAIGX return over 5 years is better than : 60.04 vs. APHKX (45.11).
| APHKX | JAIGX | APHKX / JAIGX | |
| Total Expense Ratio | 0.97 | 0.72 | 135% |
| Annual Report Gross Expense Ratio | 0.97 | 0.72 | 135% |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 15.206 | 12.945 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1B | 874M | 5,160% |
| Annual Yield % from dividends | 1.56 | 0.89 | 175% |
| Returns for 1 year | 19.80 | 27.29 | 73% |
| Returns for 3 years | 45.10 | 54.78 | 82% |
| Returns for 5 years | 45.11 | 60.04 | 75% |
| Returns for 10 years | 118.16 | 195.01 | 61% |
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