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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
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 JOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 42.6B vs. JOPSX (482M). 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). JOPSX (1.43) is less costly to investors than APHKX (0.97). 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 annual gain was more profitable for investors over the last year : 16.49 vs. JOPSX (14.89). JOPSX (37.12) and APHKX (36.62) have equivalent 5 years return.
| APHKX | JOPSX | APHKX / JOPSX | |
| Total Expense Ratio | 0.97 | 0.51 | 190% |
| Annual Report Gross Expense Ratio | 0.97 | 1.43 | 68% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 10.638 | 11.119 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.6B | 482M | 8,838% |
| Annual Yield % from dividends | 1.57 | 0.80 | 197% |
| Returns for 1 year | 16.49 | 14.89 | 111% |
| Returns for 3 years | 45.25 | 54.18 | 84% |
| Returns for 5 years | 36.62 | 37.12 | 99% |
| Returns for 10 years | 107.53 | N/A | - |
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