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APHKX vs WLCTX
APHKX vs WLCTX Comparison
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APHKX vs WLCTX Comparison Chart in %
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APHKX vs. WLCTX commentary
Jun 03, 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 WLCTX is a Buy.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 42.6B vs. WLCTX (252M). WLCTX pays higher dividends than APHKX: WLCTX (2.26) vs APHKX (1.57). APHKX was incepted earlier than WLCTX: APHKX (20 years) vs WLCTX (19 years). WLCTX (1.76) is less costly to investors than APHKX (0.97). WLCTX is a more actively managed with annual turnover of: 54.00 vs. APHKX (24.70). WLCTX has a lower initial minimum investment than APHKX: WLCTX (1000) vs APHKX (1000000). WLCTX annual gain was more profitable for investors over the last year : 18.50 vs. APHKX (16.49). APHKX return over 5 years is better than : 36.62 vs. WLCTX (10.98).
| APHKX | WLCTX | APHKX / WLCTX | |
| Total Expense Ratio | 0.97 | 1.50 | 65% |
| Annual Report Gross Expense Ratio | 0.97 | 1.76 | 55% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 10.638 | 14.405 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.6B | 252M | 16,905% |
| Annual Yield % from dividends | 1.57 | 2.26 | 69% |
| Returns for 1 year | 16.49 | 18.50 | 89% |
| Returns for 3 years | 45.25 | 47.91 | 94% |
| Returns for 5 years | 36.62 | 10.98 | 334% |
| Returns for 10 years | 107.53 | 77.20 | 139% |
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