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APOGX vs LIFVX
APOGX vs LIFVX Comparison Chart
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APOGX vs. LIFVX commentary
Jun 16, 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 LIFVX is a Hold.
FUNDAMENTALS
Fundamentals
APOGX has more cash in the bank: 1.53B vs. LIFVX (759M). LIFVX pays higher dividends than APOGX: LIFVX (4.84) vs APOGX (2.74). APOGX was incepted earlier than LIFVX: APOGX (8 years) vs LIFVX (10 years). LIFVX (0.52) is less costly to investors than APOGX (0.45). LIFVX is a more actively managed with annual turnover of: 78.00 vs. APOGX (24.00). APOGX (0) and LIFVX (0) have matching initial minimum investment requirements. APOGX (6.76) and LIFVX (6.56) have marching annual gain over last year. LIFVX return over 5 years is better than : 36.99 vs. APOGX (21.65).
| APOGX | LIFVX | APOGX / LIFVX | |
| Total Expense Ratio | 0.14 | 0.52 | 27% |
| Annual Report Gross Expense Ratio | 0.45 | 0.52 | 87% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 3.693 | 3.435 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 759M | 202% |
| Annual Yield % from dividends | 2.74 | 4.84 | 57% |
| Returns for 1 year | 6.76 | 6.56 | 103% |
| Returns for 3 years | 10.89 | 12.36 | 88% |
| Returns for 5 years | 21.65 | 36.99 | 59% |
| Returns for 10 years | N/A | N/A | - |
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