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APOGX vs APOIX
APOGX vs APOIX Comparison Chart in %
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APOGX vs. APOIX commentary
Jun 19, 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 APOGX is a Hold and APOIX is a Hold.
FUNDAMENTALS
Fundamentals
APOGX (1.54B) and APOIX (1.54B) have equal amount of cash in the bank . APOGX pays higher dividends than APOIX: APOGX (2.74) vs APOIX (2.23). APOGX was incepted earlier than APOIX: APOGX (8 years) vs APOIX (20 years). APOIX (0.70) is less costly to investors than APOGX (0.45). APOGX (56.00) and APOIX (56.00) have comparable annual turnover. APOGX has a lower initial minimum investment than APOIX: APOGX (0) vs APOIX (2500). APOGX annual gain was more profitable for investors over the last year : 6.96 vs. APOIX (6.13). APOGX return over 5 years is better than : 21.47 vs. APOIX (17.95).
| APOGX | APOIX | APOGX / APOIX | |
| Total Expense Ratio | 0.14 | 0.70 | 20% |
| Annual Report Gross Expense Ratio | 0.45 | 0.70 | 64% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 3.887 | 3.435 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 1.54B | 100% |
| Annual Yield % from dividends | 2.74 | 2.23 | 123% |
| Returns for 1 year | 6.96 | 6.13 | 113% |
| Returns for 3 years | 10.69 | 8.62 | 124% |
| Returns for 5 years | 21.47 | 17.95 | 120% |
| Returns for 10 years | N/A | 27.92 | - |
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