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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
Jul 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 WLCTX is a Buy.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 45.1B vs. WLCTX (249M). WLCTX pays higher dividends than APHKX: WLCTX (2.27) vs APHKX (1.60). 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 : 17.71 vs. WLCTX (14.52). APHKX return over 5 years is better than : 43.05 vs. WLCTX (11.05).
| 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 | 12.956 | 13.905 | 93% |
| 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 | 249M | 18,112% |
| Annual Yield % from dividends | 1.60 | 2.27 | 70% |
| Returns for 1 year | 17.71 | 14.52 | 122% |
| Returns for 3 years | 41.76 | 40.24 | 104% |
| Returns for 5 years | 43.05 | 11.05 | 390% |
| Returns for 10 years | 116.23 | 76.04 | 153% |
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