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APHKX vs JDIAX
APHKX vs JDIAX Comparison
Open Charts APHKX vs JDIAX
APHKX vs JDIAX Comparison Chart in %
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APHKX vs. JDIAX 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 JDIAX is a Hold.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 45.1B vs. JDIAX (4.59B). APHKX pays higher dividends than JDIAX: APHKX (1.60) vs JDIAX (0.84). APHKX was incepted earlier than JDIAX: APHKX (20 years) vs JDIAX (17 years). JDIAX (1.16) is less costly to investors than APHKX (0.97). JDIAX is a more actively managed with annual turnover of: 42.00 vs. APHKX (24.70). JDIAX has a lower initial minimum investment than APHKX: JDIAX (2500) vs APHKX (1000000). JDIAX annual gain was more profitable for investors over the last year : 24.21 vs. APHKX (17.71). JDIAX return over 5 years is better than : 53.07 vs. APHKX (43.05).
| APHKX | JDIAX | APHKX / JDIAX | |
| Total Expense Ratio | 0.97 | 1.16 | 84% |
| Annual Report Gross Expense Ratio | 0.97 | 1.16 | 84% |
| Fund Existence | 20 years | 17 years | - |
| Gain YTD | 12.956 | 11.200 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1B | 4.59B | 983% |
| Annual Yield % from dividends | 1.60 | 0.84 | 189% |
| Returns for 1 year | 17.71 | 24.21 | 73% |
| Returns for 3 years | 41.76 | 51.11 | 82% |
| Returns for 5 years | 43.05 | 53.07 | 81% |
| Returns for 10 years | 116.23 | 186.60 | 62% |
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