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APHKX vs RWIIX
APHKX vs RWIIX Comparison Chart
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APHKX vs. RWIIX commentary
Feb 23, 2025
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 APHKX is a Buy and RWIIX is a Hold.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 35.7B vs. RWIIX (187M). RWIIX pays higher dividends than APHKX: RWIIX (6.47) vs APHKX (1.21). APHKX was incepted earlier than RWIIX: APHKX (18 years) vs RWIIX (7 years). RWIIX is a more actively managed with annual turnover of: 373.00 vs. APHKX (19.48). RWIIX has a lower initial minimum investment than APHKX: RWIIX (2500) vs APHKX (1000000). APHKX annual gain was more profitable for investors over the last year : 8.15 vs. RWIIX (3.95). APHKX return over 5 years is better than : 45.59 vs. RWIIX (36.11).
| APHKX | RWIIX | APHKX / RWIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 6.570 | 5.959 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.7B | 187M | 19,091% |
| Annual Yield % from dividends | 1.21 | 6.47 | 19% |
| Returns for 1 year | 8.15 | 3.95 | 207% |
| Returns for 3 years | 22.82 | 9.96 | 229% |
| Returns for 5 years | 45.59 | 36.11 | 126% |
| Returns for 10 years | 56.88 | N/A | - |