APHSX
Price
$42.12
Change
+$0.56 (+1.35%)
Updated
Jun 2 closing price
Net Assets
956.01M
WCMNX
Price
$14.98
Change
+$0.18 (+1.22%)
Updated
Jun 2 closing price
Net Assets
52.45M
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APHSX vs WCMNX

Header iconAPHSX vs WCMNX Comparison
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APHSX vs WCMNX Comparison Chart in %
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APHSX vs. WCMNX commentary
Jun 04, 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 APHSX is a StrongBuy and WCMNX is a Buy.

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FUNDAMENTALS
Fundamentals
APHSX has more cash in the bank: 956M vs. WCMNX (52.4M). APHSX (0.00) and WCMNX (0.00) have matching dividends . APHSX was incepted earlier than WCMNX: APHSX (14 years) vs WCMNX (7 years). WCMNX (2.04) is less costly to investors than APHSX (1.02). WCMNX is a more actively managed with annual turnover of: 89.00 vs. APHSX (64.80). WCMNX has a lower initial minimum investment than APHSX: WCMNX (1000) vs APHSX (1000000). APHSX (25.51) and WCMNX (25.42) have marching annual gain over last year. WCMNX return over 5 years is better than : -1.40 vs. APHSX (-11.41).
APHSXWCMNXAPHSX / WCMNX
Total Expense Ratio1.021.2482%
Annual Report Gross Expense Ratio1.022.0450%
Fund Existence14 years7 years-
Gain YTD14.2399.225154%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets956M52.4M1,824%
Annual Yield % from dividends0.000.00-
Returns for 1 year25.5125.42100%
Returns for 3 years32.8331.21105%
Returns for 5 years-11.41-1.40815%
Returns for 10 years54.51N/A-
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