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APOCX vs TRBFX
APOCX vs TRBFX Comparison Chart in %
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APOCX vs. TRBFX commentary
Oct 22, 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: 9.11B vs. APOCX (1.48B). TRBFX pays higher dividends than APOCX: TRBFX (4.35) vs APOCX (2.41). APOCX was incepted earlier than TRBFX: APOCX (20 years) vs TRBFX (19 years). APOCX (1.61) is less costly to investors than TRBFX (0.59). APOCX is a more actively managed with annual turnover of: 56.00 vs. TRBFX (40.90). APOCX (2500) and TRBFX (2500) have matching initial minimum investment requirements. TRBFX annual gain was more profitable for investors over the last year : 6.19 vs. APOCX (4.68). TRBFX return over 5 years is better than : 13.06 vs. APOCX (12.34).
| APOCX | TRBFX | APOCX / TRBFX | |
| Total Expense Ratio | 1.61 | 0.50 | 322% |
| Annual Report Gross Expense Ratio | 1.61 | 0.59 | 273% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 5.269 | 5.998 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 9.11B | 16% |
| Annual Yield % from dividends | 2.41 | 4.35 | 55% |
| Returns for 1 year | 4.68 | 6.19 | 76% |
| Returns for 3 years | 10.92 | 13.73 | 80% |
| Returns for 5 years | 12.34 | 13.06 | 94% |
| Returns for 10 years | 19.50 | 19.71 | 99% |
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