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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
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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. APHQX (449M). APHQX pays higher dividends than JVMSX: APHQX (1.50) vs JVMSX (0.34). APHQX was incepted earlier than JVMSX: APHQX (15 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 : 11.78 vs. APHQX (7.93). JVMSX return over 5 years is better than : 14.98 vs. APHQX (-28.77).
| APHQX | JVMSX | APHQX / JVMSX | |
| Total Expense Ratio | 0.96 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 0.96 | 1.25 | 77% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 9.524 | 17.100 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 449M | 24.2B | 2% |
| Annual Yield % from dividends | 1.50 | 0.34 | 442% |
| Returns for 1 year | 7.93 | 11.78 | 67% |
| Returns for 3 years | -4.32 | 22.52 | -19% |
| Returns for 5 years | -28.77 | 14.98 | -192% |
| Returns for 10 years | -18.64 | 59.11 | -32% |
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