Ad is loading...
APOCX vs VTAPX
APOCX vs VTAPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
APOCX vs. VTAPX commentary
Nov 15, 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 VTAPX is a Hold.
FUNDAMENTALS
Fundamentals
VTAPX has more cash in the bank: 53.9B vs. APOCX (1.61B). VTAPX pays higher dividends than APOCX: VTAPX (2.81) vs APOCX (2.01). APOCX was incepted earlier than VTAPX: APOCX (19 years) vs VTAPX (12 years). APOCX is a more actively managed with annual turnover of: 32.00 vs. VTAPX (28.00). APOCX has a lower initial minimum investment than VTAPX: APOCX (2500) vs VTAPX (3000). VTAPX annual gain was more profitable for investors over the last year : 6.08 vs. APOCX (4.91). VTAPX return over 5 years is better than : 18.08 vs. APOCX (10.15).
| APOCX | VTAPX | APOCX / VTAPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 12 years | - |
| Gain YTD | 2.833 | 4.329 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 53.9B | 3% |
| Annual Yield % from dividends | 2.01 | 2.81 | 71% |
| Returns for 1 year | 4.91 | 6.08 | 81% |
| Returns for 3 years | -0.83 | 5.58 | -15% |
| Returns for 5 years | 10.15 | 18.08 | 56% |
| Returns for 10 years | 10.97 | 25.89 | 42% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CSHZX | 12.44 | 0.07 | +0.57% |
| NYLI Cushing® MLP Premier Class I | |||
| LSVGX | 15.27 | -0.05 | -0.33% |
| LSV Global Value Institutional | |||
| VGREX | 6.98 | -0.03 | -0.43% |
| VALIC Company I Global Real Estate | |||
| BSPPX | 696.50 | -4.17 | -0.60% |
| iShares S&P 500 Index Investor P | |||
| PFPMX | 43.59 | -0.48 | -1.09% |
| Parnassus Mid Cap Institutional | |||