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APOCX vs TRBFX
APOCX vs TRBFX Comparison
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APOCX vs TRBFX Comparison Chart in %
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APOCX vs. TRBFX commentary
Sep 17, 2026
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: 10.3B vs. APOCX (1.11B). TRBFX pays higher dividends than APOCX: TRBFX (4.34) vs APOCX (2.72). APOCX was incepted earlier than TRBFX: APOCX (21 years) vs TRBFX (20 years). APOCX (1.59) is less costly to investors than TRBFX (0.60). APOCX is a more actively managed with annual turnover of: 59.00 vs. TRBFX (33.50). APOCX (2500) and TRBFX (2500) have matching initial minimum investment requirements. TRBFX annual gain was more profitable for investors over the last year : 0.76 vs. APOCX (-0.01). TRBFX return over 5 years is better than : 7.77 vs. APOCX (6.22).
| APOCX | TRBFX | APOCX / TRBFX | |
| Total Expense Ratio | 1.59 | 0.52 | 306% |
| Annual Report Gross Expense Ratio | 1.59 | 0.60 | 265% |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | 0.376 | 0.776 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 10.3B | 11% |
| Annual Yield % from dividends | 2.72 | 4.34 | 63% |
| Returns for 1 year | -0.01 | 0.76 | -1% |
| Returns for 3 years | 10.82 | 13.55 | 80% |
| Returns for 5 years | 6.22 | 7.77 | 80% |
| Returns for 10 years | 18.39 | 18.83 | 98% |
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