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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
Aug 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 StrongBuy and WLCTX is a Hold.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 45.1B vs. WLCTX (251M). WLCTX pays higher dividends than APHKX: WLCTX (2.25) vs APHKX (1.56). 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). APHKX annual gain was more profitable for investors over the last year : 19.80 vs. WLCTX (16.40). APHKX return over 5 years is better than : 45.11 vs. WLCTX (12.26).
| 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 | 15.206 | 14.738 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1B | 251M | 17,968% |
| Annual Yield % from dividends | 1.56 | 2.25 | 69% |
| Returns for 1 year | 19.80 | 16.40 | 121% |
| Returns for 3 years | 45.10 | 41.26 | 109% |
| Returns for 5 years | 45.11 | 12.26 | 368% |
| Returns for 10 years | 118.16 | 75.02 | 158% |
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