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APHKX vs JOPSX
APHKX vs JOPSX Comparison
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APHKX vs JOPSX Comparison Chart in %
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APHKX vs. JOPSX commentary
Aug 23, 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 JOPSX is a Hold.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 45.9B vs. JOPSX (554M). APHKX pays higher dividends than JOPSX: APHKX (1.56) vs JOPSX (0.79). APHKX was incepted earlier than JOPSX: APHKX (20 years) vs JOPSX (10 years). APHKX (0.97) and JOPSX (0.94) have similar cost to investors . JOPSX is a more actively managed with annual turnover of: 45.00 vs. APHKX (24.70). JOPSX has a lower initial minimum investment than APHKX: JOPSX (100000) vs APHKX (1000000). APHKX (17.32) and JOPSX (16.96) have marching annual gain over last year. APHKX return over 5 years is better than : 48.79 vs. JOPSX (43.96).
| APHKX | JOPSX | APHKX / JOPSX | |
| Total Expense Ratio | 0.97 | 0.51 | 190% |
| Annual Report Gross Expense Ratio | 0.97 | 0.94 | 103% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 16.537 | 14.641 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.9B | 554M | 8,285% |
| Annual Yield % from dividends | 1.56 | 0.79 | 197% |
| Returns for 1 year | 17.32 | 16.96 | 102% |
| Returns for 3 years | 51.79 | 58.05 | 89% |
| Returns for 5 years | 48.79 | 43.96 | 111% |
| Returns for 10 years | 111.92 | N/A | - |
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