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APISX vs APOHX
APISX vs APOHX Comparison Chart
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APISX vs. APOHX commentary
Apr 29, 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 APOHX is a Hold.
FUNDAMENTALS
Fundamentals
APISX (1.52B) and APOHX (1.52B) have equal amount of cash in the bank . APISX (2.41) and APOHX (2.31) have matching dividends . APISX was incepted earlier than APOHX: APISX (20 years) vs APOHX (8 years). APOHX (0.60) is less costly to investors than APISX (0.50). APISX (24.00) and APOHX (24.00) have comparable annual turnover. APISX has a lower initial minimum investment than APOHX: APISX (0) vs APOHX (5000000). APISX (7.85) and APOHX (7.85) have marching annual gain over last year. APISX (21.25) and APOHX (20.76) have equivalent 5 years return.
| APISX | APOHX | APISX / APOHX | |
| Total Expense Ratio | 0.50 | 0.60 | 83% |
| Annual Report Gross Expense Ratio | 0.50 | 0.60 | 83% |
| Fund Existence | 20 years | 8 years | - |
| Gain YTD | 3.794 | 3.794 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 1.52B | 100% |
| Annual Yield % from dividends | 2.41 | 2.31 | 104% |
| Returns for 1 year | 7.85 | 7.85 | 100% |
| Returns for 3 years | 7.91 | 7.68 | 103% |
| Returns for 5 years | 21.25 | 20.76 | 102% |
| Returns for 10 years | 30.73 | N/A | - |
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