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APHKX vs MRSIX
APHKX vs MRSIX Comparison
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APHKX vs MRSIX Comparison Chart in %
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APHKX vs. MRSIX 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 Hold and MRSIX is a Hold.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 45.9B vs. MRSIX (17.8B). MRSIX pays higher dividends than APHKX: MRSIX (1.67) vs APHKX (1.56). APHKX was incepted earlier than MRSIX: APHKX (20 years) vs MRSIX (30 years). APHKX (0.97) is less costly to investors than MRSIX (0.75). MRSIX is a more actively managed with annual turnover of: 27.00 vs. APHKX (24.70). MRSIX (16.57) and APHKX (15.94) have marching annual gain over last year. APHKX return over 5 years is better than : 47.69 vs. MRSIX (31.43).
| APHKX | MRSIX | APHKX / MRSIX | |
| Total Expense Ratio | 0.97 | 0.74 | 131% |
| Annual Report Gross Expense Ratio | 0.97 | 0.75 | 129% |
| Fund Existence | 20 years | 30 years | - |
| Gain YTD | 15.674 | 14.586 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.9B | 17.8B | 258% |
| Annual Yield % from dividends | 1.56 | 1.67 | 93% |
| Returns for 1 year | 15.94 | 16.57 | 96% |
| Returns for 3 years | 50.46 | 49.54 | 102% |
| Returns for 5 years | 47.69 | 31.43 | 152% |
| Returns for 10 years | 112.24 | 118.96 | 94% |
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