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APOCX vs APOHX
APOCX vs APOHX Comparison Chart
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APOCX 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 APOCX is a Hold and APOHX is a Hold.
FUNDAMENTALS
Fundamentals
APOCX (1.52B) and APOHX (1.52B) have equal amount of cash in the bank . APOHX pays higher dividends than APOCX: APOHX (2.31) vs APOCX (1.77). APOCX was incepted earlier than APOHX: APOCX (20 years) vs APOHX (8 years). APOCX (1.70) is less costly to investors than APOHX (0.60). APOCX (24.00) and APOHX (24.00) have comparable annual turnover. APOCX has a lower initial minimum investment than APOHX: APOCX (2500) vs APOHX (5000000). APOHX annual gain was more profitable for investors over the last year : 7.85 vs. APOCX (6.63). APOHX return over 5 years is better than : 20.76 vs. APOCX (14.22).
| APOCX | APOHX | APOCX / APOHX | |
| Total Expense Ratio | 1.70 | 0.60 | 283% |
| Annual Report Gross Expense Ratio | 1.70 | 0.60 | 283% |
| Fund Existence | 20 years | 8 years | - |
| Gain YTD | 3.423 | 3.794 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 1.52B | 100% |
| Annual Yield % from dividends | 1.77 | 2.31 | 76% |
| Returns for 1 year | 6.63 | 7.85 | 84% |
| Returns for 3 years | 4.13 | 7.68 | 54% |
| Returns for 5 years | 14.22 | 20.76 | 68% |
| Returns for 10 years | 15.98 | N/A | - |
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