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APISX vs APOHX
APISX vs APOHX Comparison Chart in %
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APISX vs. APOHX commentary
Jul 17, 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 (1.53B) and APOHX (1.53B) have equal amount of cash in the bank . APISX (3.49) and APOHX (3.39) 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 (56.00) and APOHX (56.00) have comparable annual turnover. APISX has a lower initial minimum investment than APOHX: APISX (0) vs APOHX (5000000). APISX (6.10) and APOHX (5.99) have marching annual gain over last year. APISX (18.92) and APOHX (18.32) 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 | 4.358 | 4.308 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 1.53B | 100% |
| Annual Yield % from dividends | 3.49 | 3.39 | 103% |
| Returns for 1 year | 6.10 | 5.99 | 102% |
| Returns for 3 years | 10.38 | 10.05 | 103% |
| Returns for 5 years | 18.92 | 18.32 | 103% |
| Returns for 10 years | 31.96 | N/A | - |
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