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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
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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.9B vs. APHQX (448M). APHQX pays higher dividends than JVMSX: APHQX (1.60) vs JVMSX (0.36). 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 : 7.00 vs. APHQX (0.88). JVMSX return over 5 years is better than : 8.54 vs. APHQX (-32.33).
| 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 | 1.837 | 8.971 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 448M | 22.9B | 2% |
| Annual Yield % from dividends | 1.60 | 0.36 | 440% |
| Returns for 1 year | 0.88 | 7.00 | 13% |
| Returns for 3 years | -5.08 | 20.33 | -25% |
| Returns for 5 years | -32.33 | 8.54 | -379% |
| Returns for 10 years | -20.07 | 59.59 | -34% |
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