Interact to see
Advertisement
Advertisement
APHKX vs JDIAX
APHKX vs JDIAX Comparison
Open Charts APHKX vs JDIAX
APHKX vs JDIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APHKX vs. JDIAX 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 JDIAX is a Buy.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 42.6B vs. JDIAX (4.28B). APHKX pays higher dividends than JDIAX: APHKX (1.57) vs JDIAX (0.85). 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 : 29.35 vs. APHKX (16.49). JDIAX return over 5 years is better than : 54.91 vs. APHKX (36.62).
| 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 | 10.638 | 14.558 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.6B | 4.28B | 994% |
| Annual Yield % from dividends | 1.57 | 0.85 | 184% |
| Returns for 1 year | 16.49 | 29.35 | 56% |
| Returns for 3 years | 45.25 | 61.34 | 74% |
| Returns for 5 years | 36.62 | 54.91 | 67% |
| Returns for 10 years | 107.53 | 198.94 | 54% |