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APOGX vs APOIX
APOGX vs APOIX Comparison Chart in %
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APOGX vs. APOIX commentary
Sep 10, 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 (1.55B) and APOIX (1.55B) have equal amount of cash in the bank . APOGX pays higher dividends than APOIX: APOGX (3.78) vs APOIX (3.27). APOGX was incepted earlier than APOIX: APOGX (8 years) vs APOIX (20 years). APOIX (0.61) is less costly to investors than APOGX (0.36). 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 : 6.93 vs. APOIX (6.40). APOGX return over 5 years is better than : 21.72 vs. APOIX (18.44).
| APOGX | APOIX | APOGX / APOIX | |
| Total Expense Ratio | 0.05 | 0.61 | 8% |
| Annual Report Gross Expense Ratio | 0.36 | 0.61 | 59% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 6.503 | 6.182 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 1.55B | 100% |
| Annual Yield % from dividends | 3.78 | 3.27 | 116% |
| Returns for 1 year | 6.93 | 6.40 | 108% |
| Returns for 3 years | 13.67 | 11.90 | 115% |
| Returns for 5 years | 21.72 | 18.44 | 118% |
| Returns for 10 years | N/A | 32.63 | - |
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