Interact to see
Advertisement
Advertisement
APHQX vs JVMTX
APHQX vs JVMTX Comparison
Open Charts APHQX vs JVMTX
APHQX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APHQX vs. JVMTX 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.9B vs. APHQX (448M). APHQX pays higher dividends than JVMTX: APHQX (1.60) vs JVMTX (0.59). APHQX was incepted earlier than JVMTX: APHQX (14 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than APHQX (0.96). JVMTX is a more actively managed with annual turnover of: 48.00 vs. APHQX (45.48). JVMTX has a lower initial minimum investment than APHQX: JVMTX (0) vs APHQX (1000000). JVMTX annual gain was more profitable for investors over the last year : 7.80 vs. APHQX (0.88). JVMTX return over 5 years is better than : 10.29 vs. APHQX (-32.33).
| APHQX | JVMTX | APHQX / JVMTX | |
| Total Expense Ratio | 0.96 | 0.99 | 97% |
| Annual Report Gross Expense Ratio | 0.96 | 1.10 | 87% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 1.837 | 8.786 | 21% |
| 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 | 0.59 | 274% |
| Returns for 1 year | 0.88 | 7.80 | 11% |
| Returns for 3 years | -5.08 | 20.97 | -24% |
| Returns for 5 years | -32.33 | 10.29 | -314% |
| Returns for 10 years | -20.07 | 62.20 | -32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement