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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
Aug 11, 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 Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. APHQX (449M). APHQX pays higher dividends than JVMRX: APHQX (1.50) vs JVMRX (0.75). APHQX was incepted earlier than JVMRX: APHQX (15 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 : 12.38 vs. APHQX (7.93). JVMRX return over 5 years is better than : 17.48 vs. APHQX (-28.77).
| APHQX | JVMRX | APHQX / JVMRX | |
| Total Expense Ratio | 0.96 | 0.74 | 130% |
| Annual Report Gross Expense Ratio | 0.96 | 0.75 | 128% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 9.524 | 17.480 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 449M | 24.2B | 2% |
| Annual Yield % from dividends | 1.50 | 0.75 | 199% |
| Returns for 1 year | 7.93 | 12.38 | 64% |
| Returns for 3 years | -4.32 | 24.53 | -18% |
| Returns for 5 years | -28.77 | 17.48 | -165% |
| Returns for 10 years | -18.64 | 65.13 | -29% |
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