APHKX
Price
$59.00
Change
-$0.49 (-0.82%)
Updated
Jun 23 closing price
Net Assets
44.35B
JOPSX
Price
$16.00
Change
-$0.00 (-0.00%)
Updated
Jun 22 closing price
Net Assets
475.32M
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APHKX vs JOPSX

APHKX vs JOPSX Comparison Chart in %
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APHKX vs. JOPSX commentary
Jun 24, 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 Buy.

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FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 44.4B vs. JOPSX (475M). APHKX pays higher dividends than JOPSX: APHKX (1.57) vs JOPSX (0.80). 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). JOPSX (16.90) and APHKX (16.55) have marching annual gain over last year. APHKX (37.51) and JOPSX (37.32) have equivalent 5 years return.
APHKXJOPSXAPHKX / JOPSX
Total Expense Ratio0.970.51190%
Annual Report Gross Expense Ratio0.970.94103%
Fund Existence20 years10 years-
Gain YTD9.91210.49794%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets44.4B475M9,347%
Annual Yield % from dividends1.570.80197%
Returns for 1 year16.5516.9098%
Returns for 3 years42.5752.1982%
Returns for 5 years37.5137.32101%
Returns for 10 years118.02N/A-
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