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APOCX vs TRBFX
APOCX vs TRBFX Comparison Chart in %
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APOCX vs. TRBFX commentary
Jul 05, 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 TRBFX is a Hold.
FUNDAMENTALS
Fundamentals
TRBFX has more cash in the bank: 9.01B vs. APOCX (1.52B). APOCX pays higher dividends than TRBFX: APOCX (2.44) vs TRBFX (1.19). APOCX was incepted earlier than TRBFX: APOCX (20 years) vs TRBFX (19 years). APOCX (1.70) is less costly to investors than TRBFX (0.59). TRBFX is a more actively managed with annual turnover of: 123.50 vs. APOCX (56.00). APOCX (2500) and TRBFX (2500) have matching initial minimum investment requirements. TRBFX annual gain was more profitable for investors over the last year : 6.36 vs. APOCX (5.15). TRBFX return over 5 years is better than : 13.57 vs. APOCX (12.34).
| APOCX | TRBFX | APOCX / TRBFX | |
| Total Expense Ratio | 1.70 | 0.50 | 340% |
| Annual Report Gross Expense Ratio | 1.70 | 0.59 | 288% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 3.598 | 4.139 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 9.01B | 17% |
| Annual Yield % from dividends | 2.44 | 1.19 | 206% |
| Returns for 1 year | 5.15 | 6.36 | 81% |
| Returns for 3 years | 5.43 | 7.40 | 73% |
| Returns for 5 years | 12.34 | 13.57 | 91% |
| Returns for 10 years | 16.53 | 17.14 | 96% |
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