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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
Jun 24, 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: 22.9B vs. APHQX (448M). APHQX pays higher dividends than JVMRX: APHQX (1.60) vs JVMRX (0.81). 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 : 8.08 vs. APHQX (0.88). JVMRX return over 5 years is better than : 11.43 vs. APHQX (-32.33).
| 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 | 1.837 | 8.922 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 448M | 22.9B | 2% |
| Annual Yield % from dividends | 1.60 | 0.81 | 198% |
| Returns for 1 year | 0.88 | 8.08 | 11% |
| Returns for 3 years | -5.08 | 21.91 | -23% |
| Returns for 5 years | -32.33 | 11.43 | -283% |
| Returns for 10 years | -20.07 | 65.14 | -31% |
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