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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 01, 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 MRSIX is a Buy.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 45.1B vs. MRSIX (17.8B). MRSIX pays higher dividends than APHKX: MRSIX (1.71) vs APHKX (1.60). 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). APHKX annual gain was more profitable for investors over the last year : 20.48 vs. MRSIX (18.97). APHKX return over 5 years is better than : 45.94 vs. MRSIX (31.38).
| 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 | 15.862 | 13.368 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1B | 17.8B | 253% |
| Annual Yield % from dividends | 1.60 | 1.71 | 93% |
| Returns for 1 year | 20.48 | 18.97 | 108% |
| Returns for 3 years | 45.92 | 41.19 | 111% |
| Returns for 5 years | 45.94 | 31.38 | 146% |
| Returns for 10 years | 119.40 | 123.07 | 97% |
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