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APHKX vs WINAX
APHKX vs WINAX Comparison
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APHKX vs WINAX Comparison Chart in %
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APHKX vs. WINAX commentary
Sep 14, 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 APHKX is a Buy and WINAX is a Hold.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 46B vs. WINAX (585M). APHKX pays higher dividends than WINAX: APHKX (1.56) vs WINAX (1.47). APHKX was incepted earlier than WINAX: APHKX (20 years) vs WINAX (21 years). WINAX (1.49) is less costly to investors than APHKX (0.97). WINAX is a more actively managed with annual turnover of: 34.00 vs. APHKX (24.70). WINAX has a lower initial minimum investment than APHKX: WINAX (1000) vs APHKX (1000000). WINAX annual gain was more profitable for investors over the last year : 13.43 vs. APHKX (10.46). APHKX return over 5 years is better than : 42.65 vs. WINAX (28.82).
| APHKX | WINAX | APHKX / WINAX | |
| Total Expense Ratio | 0.97 | 1.11 | 87% |
| Annual Report Gross Expense Ratio | 0.97 | 1.49 | 65% |
| Fund Existence | 20 years | 21 years | - |
| Gain YTD | 11.532 | 15.437 | 75% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46B | 585M | 7,863% |
| Annual Yield % from dividends | 1.56 | 1.47 | 106% |
| Returns for 1 year | 10.46 | 13.43 | 78% |
| Returns for 3 years | 42.99 | 63.26 | 68% |
| Returns for 5 years | 42.65 | 28.82 | 148% |
| Returns for 10 years | 105.93 | 109.88 | 96% |
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