APHKX
Price
$59.49
Change
-$0.27 (-0.45%)
Updated
Jun 22 closing price
Net Assets
44.35B
WLTTX
Price
$13.60
Change
+$0.03 (+0.22%)
Updated
Jun 22 closing price
Net Assets
253.05M
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APHKX vs WLTTX

APHKX vs WLTTX Comparison Chart in %
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APHKX vs. WLTTX commentary
Jun 24, 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 WLTTX is a Hold.

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FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 44.4B vs. WLTTX (253M). WLTTX pays higher dividends than APHKX: WLTTX (2.52) vs APHKX (1.57). APHKX was incepted earlier than WLTTX: APHKX (20 years) vs WLTTX (19 years). WLTTX (1.41) is less costly to investors than APHKX (0.97). WLTTX is a more actively managed with annual turnover of: 54.00 vs. APHKX (24.70). WLTTX has a lower initial minimum investment than APHKX: WLTTX (250000) vs APHKX (1000000). WLTTX annual gain was more profitable for investors over the last year : 20.33 vs. APHKX (17.86). APHKX return over 5 years is better than : 39.77 vs. WLTTX (14.05).
APHKXWLTTXAPHKX / WLTTX
Total Expense Ratio0.971.2578%
Annual Report Gross Expense Ratio0.971.4169%
Fund Existence20 years19 years-
Gain YTD10.82415.39170%
Front LoadN/AN/A-
Min. Initial Investment1000000250000400%
Min. Initial Investment IRAN/AN/A-
Net Assets44.4B253M17,549%
Annual Yield % from dividends1.572.5262%
Returns for 1 year17.8620.3388%
Returns for 3 years43.7549.1289%
Returns for 5 years39.7714.05283%
Returns for 10 years119.8392.18130%
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