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APOCX vs TRBFX
APOCX vs TRBFX Comparison Chart
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APOCX vs. TRBFX commentary
Nov 16, 2024
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: 8.46B vs. APOCX (1.61B). TRBFX pays higher dividends than APOCX: TRBFX (3.93) vs APOCX (2.01). APOCX was incepted earlier than TRBFX: APOCX (19 years) vs TRBFX (18 years). TRBFX is a more actively managed with annual turnover of: 155.90 vs. APOCX (32.00). APOCX (2500) and TRBFX (2500) have matching initial minimum investment requirements. TRBFX annual gain was more profitable for investors over the last year : 5.67 vs. APOCX (4.91). TRBFX (10.16) and APOCX (10.15) have equivalent 5 years return.
| APOCX | TRBFX | APOCX / TRBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 2.833 | 3.709 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 8.46B | 19% |
| Annual Yield % from dividends | 2.01 | 3.93 | 51% |
| Returns for 1 year | 4.91 | 5.67 | 87% |
| Returns for 3 years | -0.83 | -0.74 | 113% |
| Returns for 5 years | 10.15 | 10.16 | 100% |
| Returns for 10 years | 10.97 | 10.85 | 101% |
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