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AHTFX vs WHIAX
AHTFX vs WHIAX Comparison
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AHTFX vs WHIAX Comparison Chart in %
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AHTFX vs. WHIAX 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 AHTFX is a Buy and WHIAX is a Hold.
FUNDAMENTALS
Fundamentals
AHTFX has more cash in the bank: 28.5B vs. WHIAX (1.66B). WHIAX (6.43) and AHTFX (6.25) have matching dividends . AHTFX was incepted earlier than WHIAX: AHTFX (25 years) vs WHIAX (26 years). WHIAX (0.96) is less costly to investors than AHTFX (0.76). WHIAX is a more actively managed with annual turnover of: 56.00 vs. AHTFX (40.00). AHTFX has a lower initial minimum investment than WHIAX: AHTFX (250) vs WHIAX (1000). AHTFX annual gain was more profitable for investors over the last year : 7.23 vs. WHIAX (4.70). AHTFX return over 5 years is better than : 25.54 vs. WHIAX (12.76).
| AHTFX | WHIAX | AHTFX / WHIAX | |
| Total Expense Ratio | 0.76 | 0.88 | 86% |
| Annual Report Gross Expense Ratio | 0.76 | 0.96 | 79% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 1.667 | -0.894 | -186% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.5B | 1.66B | 1,719% |
| Annual Yield % from dividends | 6.25 | 6.43 | 97% |
| Returns for 1 year | 7.23 | 4.70 | 154% |
| Returns for 3 years | 31.11 | 19.60 | 159% |
| Returns for 5 years | 25.54 | 12.76 | 200% |
| Returns for 10 years | 80.17 | 59.89 | 134% |
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