APHNX
Price
$21.33
Change
+$0.16 (+0.76%)
Updated
Jun 15 closing price
Net Assets
95.63M
AWSHX
Price
$69.26
Change
+$0.39 (+0.57%)
Updated
Jun 15 closing price
Net Assets
218.08B
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APHNX vs AWSHX

Header iconAPHNX vs AWSHX Comparison
Open Charts APHNX vs AWSHXBanner chart's image
APHNX vs AWSHX Comparison Chart in %
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APHNX vs. AWSHX commentary
Jun 16, 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 APHNX is a Buy and AWSHX is a Hold.

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FUNDAMENTALS
Fundamentals
AWSHX has more cash in the bank: 218B vs. APHNX (95.6M). AWSHX pays higher dividends than APHNX: AWSHX (1.19) vs APHNX (0.31). APHNX was incepted earlier than AWSHX: APHNX (6 years) vs AWSHX (74 years). APHNX (1.09) is less costly to investors than AWSHX (0.55). AWSHX is a more actively managed with annual turnover of: 29.00 vs. APHNX (26.15). AWSHX has a lower initial minimum investment than APHNX: AWSHX (250) vs APHNX (1000000). APHNX annual gain was more profitable for investors over the last year : 28.40 vs. AWSHX (12.82). APHNX return over 5 years is better than : 55.38 vs. AWSHX (31.46).
APHNXAWSHXAPHNX / AWSHX
Total Expense Ratio1.090.55198%
Annual Report Gross Expense Ratio1.090.55198%
Fund Existence6 years74 years-
Gain YTD11.7926.548180%
Front LoadN/A6%-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets95.6M218B0%
Annual Yield % from dividends0.311.1926%
Returns for 1 year28.4012.82221%
Returns for 3 years73.6233.72218%
Returns for 5 years55.3831.46176%
Returns for 10 yearsN/A87.46-
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