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APHKX vs TRIEX
APHKX vs TRIEX Comparison
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APHKX vs TRIEX Comparison Chart in %
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APHKX vs. TRIEX commentary
Jul 27, 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 TRIEX is a Buy.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 45.1B vs. TRIEX (35.2B). TRIEX pays higher dividends than APHKX: TRIEX (3.24) vs APHKX (1.60). APHKX was incepted earlier than TRIEX: APHKX (20 years) vs TRIEX (24 years). APHKX (0.97) is less costly to investors than TRIEX (0.30). APHKX is a more actively managed with annual turnover of: 24.70 vs. TRIEX (9.00). TRIEX has a lower initial minimum investment than APHKX: TRIEX (0) vs APHKX (1000000). TRIEX annual gain was more profitable for investors over the last year : 17.23 vs. APHKX (13.22). TRIEX return over 5 years is better than : 48.16 vs. APHKX (41.90).
| APHKX | TRIEX | APHKX / TRIEX | |
| Total Expense Ratio | 0.97 | 0.30 | 323% |
| Annual Report Gross Expense Ratio | 0.97 | 0.30 | 323% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 11.775 | 9.050 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1B | 35.2B | 128% |
| Annual Yield % from dividends | 1.60 | 3.24 | 49% |
| Returns for 1 year | 13.22 | 17.23 | 77% |
| Returns for 3 years | 40.03 | 52.58 | 76% |
| Returns for 5 years | 41.90 | 48.16 | 87% |
| Returns for 10 years | 112.98 | 120.10 | 94% |
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