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APHQX vs JVMRX
APHQX vs JVMRX Comparison
Open Charts APHQX vs JVMRX
APHQX vs JVMRX Comparison Chart in %
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APHQX vs. JVMRX commentary
Jul 21, 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 APHQX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. APHQX (449M). APHQX pays higher dividends than JVMRX: APHQX (1.55) vs JVMRX (0.78). APHQX was incepted earlier than JVMRX: APHQX (14 years) vs JVMRX (15 years). APHQX (0.96) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. APHQX (45.48). APHQX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 6.90 vs. APHQX (2.68). JVMRX return over 5 years is better than : 15.39 vs. APHQX (-29.33).
| APHQX | JVMRX | APHQX / JVMRX | |
| Total Expense Ratio | 0.96 | 0.74 | 130% |
| Annual Report Gross Expense Ratio | 0.96 | 0.75 | 128% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 6.259 | 12.637 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 449M | 23.4B | 2% |
| Annual Yield % from dividends | 1.55 | 0.78 | 199% |
| Returns for 1 year | 2.68 | 6.90 | 39% |
| Returns for 3 years | -8.90 | 17.63 | -50% |
| Returns for 5 years | -29.33 | 15.39 | -191% |
| Returns for 10 years | -21.32 | 59.79 | -36% |
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