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APHQX vs JVMSX
APHQX vs JVMSX Comparison
Open Charts APHQX vs JVMSX
APHQX vs JVMSX Comparison Chart in %
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APHQX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. APHQX (449M). APHQX pays higher dividends than JVMSX: APHQX (1.55) vs JVMSX (0.35). APHQX was incepted earlier than JVMSX: APHQX (14 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than APHQX (0.96). JVMSX is a more actively managed with annual turnover of: 48.00 vs. APHQX (45.48). JVMSX has a lower initial minimum investment than APHQX: JVMSX (0) vs APHQX (1000000). JVMSX annual gain was more profitable for investors over the last year : 6.34 vs. APHQX (2.68). JVMSX return over 5 years is better than : 12.99 vs. APHQX (-29.33).
| APHQX | JVMSX | APHQX / JVMSX | |
| Total Expense Ratio | 0.96 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 0.96 | 1.25 | 77% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 6.259 | 12.340 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 449M | 23.4B | 2% |
| Annual Yield % from dividends | 1.55 | 0.35 | 442% |
| Returns for 1 year | 2.68 | 6.34 | 42% |
| Returns for 3 years | -8.90 | 15.79 | -56% |
| Returns for 5 years | -29.33 | 12.99 | -226% |
| Returns for 10 years | -21.32 | 54.06 | -39% |
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