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APOGX vs APOIX
APOGX vs APOIX Comparison Chart
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APOGX vs. APOIX commentary
May 26, 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 (1.52B) and APOIX (1.52B) have equal amount of cash in the bank . APOGX pays higher dividends than APOIX: APOGX (2.73) vs APOIX (2.22). 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 (24.00) and APOIX (24.00) 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 : 7.38 vs. APOIX (6.76). APOGX return over 5 years is better than : 22.83 vs. APOIX (19.31).
| 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 | 3.693 | 3.435 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 1.52B | 100% |
| Annual Yield % from dividends | 2.73 | 2.22 | 123% |
| Returns for 1 year | 7.38 | 6.76 | 109% |
| Returns for 3 years | 9.07 | 7.22 | 126% |
| Returns for 5 years | 22.83 | 19.31 | 118% |
| Returns for 10 years | N/A | 28.05 | - |
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