APHSX
Price
$40.98
Change
+$0.40 (+0.99%)
Updated
Sep 11 closing price
Net Assets
890.53M
WCMNX
Price
$14.18
Change
+$0.13 (+0.93%)
Updated
Sep 11 closing price
Net Assets
47.24M
Interact to see
Advertisement

APHSX vs WCMNX

APHSX vs WCMNX Comparison Chart in %
View a ticker or compare two or three
VS
APHSX vs. WCMNX commentary
Sep 12, 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 Hold and WCMNX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
APHSX has more cash in the bank: 891M vs. WCMNX (47.2M). 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 annual gain was more profitable for investors over the last year : 5.75 vs. WCMNX (2.55). WCMNX return over 5 years is better than : -8.65 vs. APHSX (-23.66).
APHSXWCMNXAPHSX / WCMNX
Total Expense Ratio1.021.2482%
Annual Report Gross Expense Ratio1.022.0450%
Fund Existence14 years7 years-
Gain YTD11.1473.690302%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets891M47.2M1,888%
Annual Yield % from dividends0.000.00-
Returns for 1 year5.752.55225%
Returns for 3 years28.6722.49127%
Returns for 5 years-23.66-8.65274%
Returns for 10 years41.35N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IAXIX8.20N/A
N/A
VY® T. Rowe Price Divers Mid Cap Gr I
HBLTX15.02N/A
N/A
Hartford Balanced Income R5
MVGMX18.41N/A
N/A
MFS Low Volatility Global Equity R4
PGKRX36.33N/A
N/A
PGIM Jennison Technology R6
TQCIX22.13N/A
N/A
Touchstone Dividend Equity Institutional