Interact to see
Advertisement
Advertisement
APOCX vs APOHX
APOCX vs APOHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APOCX vs. APOHX commentary
Sep 10, 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 (1.55B) and APOHX (1.55B) have equal amount of cash in the bank . APOHX pays higher dividends than APOCX: APOHX (3.34) vs APOCX (2.40). APOCX was incepted earlier than APOHX: APOCX (20 years) vs APOHX (8 years). APOCX (1.61) is less costly to investors than APOHX (0.51). APOCX (56.00) and APOHX (56.00) 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 : 6.55 vs. APOCX (5.32). APOHX return over 5 years is better than : 18.97 vs. APOCX (12.56).
| APOCX | APOHX | APOCX / APOHX | |
| Total Expense Ratio | 1.61 | 0.51 | 316% |
| Annual Report Gross Expense Ratio | 1.61 | 0.51 | 316% |
| Fund Existence | 20 years | 8 years | - |
| Gain YTD | 5.477 | 6.276 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 1.55B | 100% |
| Annual Yield % from dividends | 2.40 | 3.34 | 72% |
| Returns for 1 year | 5.32 | 6.55 | 81% |
| Returns for 3 years | 8.51 | 12.23 | 70% |
| Returns for 5 years | 12.56 | 18.97 | 66% |
| Returns for 10 years | 19.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement