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APHKX vs RWIIX
APHKX vs RWIIX Comparison Chart
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APHKX vs. RWIIX commentary
Dec 23, 2024
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 Hold and RWIIX is a Hold.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 35.3B vs. RWIIX (181M). 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 : 5.38 vs. RWIIX (3.16). APHKX return over 5 years is better than : 35.70 vs. RWIIX (25.15).
| 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 | 3.938 | 1.651 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.3B | 181M | 19,503% |
| Annual Yield % from dividends | 1.21 | 6.47 | 19% |
| Returns for 1 year | 5.38 | 3.16 | 170% |
| Returns for 3 years | 17.42 | -0.12 | -14,194% |
| Returns for 5 years | 35.70 | 25.15 | 142% |
| Returns for 10 years | 53.24 | N/A | - |
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