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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 03, 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 StrongBuy and JOPSX is a Buy.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 45.1B vs. JOPSX (481M). 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 (19.80) and JOPSX (19.21) have marching annual gain over last year. APHKX return over 5 years is better than : 45.11 vs. JOPSX (40.24).
| 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 | 15.206 | 11.948 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1B | 481M | 9,376% |
| Annual Yield % from dividends | 1.56 | 0.79 | 197% |
| Returns for 1 year | 19.80 | 19.21 | 103% |
| Returns for 3 years | 45.10 | 48.73 | 93% |
| Returns for 5 years | 45.11 | 40.24 | 112% |
| Returns for 10 years | 118.16 | N/A | - |
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