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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
Sep 13, 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.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 46B vs. JOPSX (534M). APHKX pays higher dividends than JOPSX: APHKX (1.56) vs JOPSX (0.78). 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 annual gain was more profitable for investors over the last year : 12.08 vs. APHKX (10.46). APHKX (42.65) and JOPSX (40.67) have equivalent 5 years return.
| 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 | 11.532 | 11.395 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46B | 534M | 8,614% |
| Annual Yield % from dividends | 1.56 | 0.78 | 199% |
| Returns for 1 year | 10.46 | 12.08 | 87% |
| Returns for 3 years | 42.99 | 51.35 | 84% |
| Returns for 5 years | 42.65 | 40.67 | 105% |
| Returns for 10 years | 105.93 | N/A | - |
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