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APHKX vs WLTTX
APHKX vs WLTTX Comparison
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APHKX vs WLTTX Comparison Chart in %
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APHKX vs. WLTTX commentary
Aug 23, 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.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 45.9B vs. WLTTX (258M). WLTTX pays higher dividends than APHKX: WLTTX (2.51) vs APHKX (1.56). 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). APHKX annual gain was more profitable for investors over the last year : 17.32 vs. WLTTX (16.29). APHKX return over 5 years is better than : 48.79 vs. WLTTX (18.54).
| APHKX | WLTTX | APHKX / WLTTX | |
| Total Expense Ratio | 0.97 | 1.25 | 78% |
| Annual Report Gross Expense Ratio | 0.97 | 1.41 | 69% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 16.537 | 18.707 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.9B | 258M | 17,791% |
| Annual Yield % from dividends | 1.56 | 2.51 | 62% |
| Returns for 1 year | 17.32 | 16.29 | 106% |
| Returns for 3 years | 51.79 | 54.17 | 96% |
| Returns for 5 years | 48.79 | 18.54 | 263% |
| Returns for 10 years | 111.92 | 81.10 | 138% |
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