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APHQX vs JVMTX
APHQX vs JVMTX Comparison
Open Charts APHQX vs JVMTX
APHQX vs JVMTX Comparison Chart in %
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APHQX vs. JVMTX 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. APHQX (449M). APHQX pays higher dividends than JVMTX: APHQX (1.50) vs JVMTX (0.55). APHQX was incepted earlier than JVMTX: APHQX (15 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 : 12.11 vs. APHQX (7.93). JVMTX return over 5 years is better than : 16.34 vs. APHQX (-28.77).
| APHQX | JVMTX | APHQX / JVMTX | |
| Total Expense Ratio | 0.96 | 0.99 | 97% |
| Annual Report Gross Expense Ratio | 0.96 | 1.10 | 87% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 9.524 | 17.317 | 55% |
| 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 | 0.55 | 275% |
| Returns for 1 year | 7.93 | 12.11 | 65% |
| Returns for 3 years | -4.32 | 23.63 | -18% |
| Returns for 5 years | -28.77 | 16.34 | -176% |
| Returns for 10 years | -18.64 | 62.24 | -30% |
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