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APODX vs APOIX
APODX vs APOIX Comparison Chart
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APODX vs. APOIX commentary
Jun 15, 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 APODX is a Hold and APOIX is a Hold.
FUNDAMENTALS
Fundamentals
APODX (1.53B) and APOIX (1.53B) have equal amount of cash in the bank . APODX pays higher dividends than APOIX: APODX (2.45) vs APOIX (2.23). APODX was incepted earlier than APOIX: APODX (12 years) vs APOIX (20 years). APOIX (0.70) is less costly to investors than APODX (0.45). APODX (24.00) and APOIX (24.00) have comparable annual turnover. APODX has a lower initial minimum investment than APOIX: APODX (0) vs APOIX (2500). APODX (6.34) and APOIX (6.13) have marching annual gain over last year. APODX return over 5 years is better than : 19.70 vs. APOIX (18.27).
| APODX | APOIX | APODX / APOIX | |
| Total Expense Ratio | 0.45 | 0.70 | 64% |
| Annual Report Gross Expense Ratio | 0.45 | 0.70 | 64% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 3.502 | 3.435 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 1.53B | 100% |
| Annual Yield % from dividends | 2.45 | 2.23 | 110% |
| Returns for 1 year | 6.34 | 6.13 | 103% |
| Returns for 3 years | 9.77 | 9.03 | 108% |
| Returns for 5 years | 19.70 | 18.27 | 108% |
| Returns for 10 years | 31.14 | 28.05 | 111% |
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