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APISX vs APOGX
APISX vs APOGX Comparison Chart
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APISX vs. APOGX commentary
May 26, 2025
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 APISX is a Hold and APOGX is a Hold.
FUNDAMENTALS
Fundamentals
APISX (1.52B) and APOGX (1.52B) have equal amount of cash in the bank . APOGX pays higher dividends than APISX: APOGX (2.73) vs APISX (2.39). APISX was incepted earlier than APOGX: APISX (20 years) vs APOGX (8 years). APISX (0.50) is less costly to investors than APOGX (0.45). APISX (24.00) and APOGX (24.00) have comparable annual turnover. APISX (0) and APOGX (0) have matching initial minimum investment requirements. APOGX annual gain was more profitable for investors over the last year : 7.38 vs. APISX (6.91). APOGX return over 5 years is better than : 22.83 vs. APISX (20.56).
| APISX | APOGX | APISX / APOGX | |
| Total Expense Ratio | 0.50 | 0.14 | 357% |
| Annual Report Gross Expense Ratio | 0.50 | 0.45 | 111% |
| Fund Existence | 20 years | 8 years | - |
| Gain YTD | 3.502 | 3.693 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 1.52B | 100% |
| Annual Yield % from dividends | 2.39 | 2.73 | 88% |
| Returns for 1 year | 6.91 | 7.38 | 94% |
| Returns for 3 years | 7.90 | 9.07 | 87% |
| Returns for 5 years | 20.56 | 22.83 | 90% |
| Returns for 10 years | 30.49 | N/A | - |
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