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APOGX vs LIFVX
APOGX vs LIFVX Comparison Chart in %
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APOGX vs. LIFVX commentary
Oct 23, 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: 1.48B vs. LIFVX (777M). LIFVX pays higher dividends than APOGX: LIFVX (4.95) vs APOGX (3.79). APOGX was incepted earlier than LIFVX: APOGX (8 years) vs LIFVX (10 years). LIFVX (0.52) is less costly to investors than APOGX (0.36). LIFVX is a more actively managed with annual turnover of: 78.00 vs. APOGX (56.00). APOGX (0) and LIFVX (0) have matching initial minimum investment requirements. LIFVX annual gain was more profitable for investors over the last year : 7.41 vs. APOGX (6.72). LIFVX return over 5 years is better than : 29.60 vs. APOGX (21.60).
| APOGX | LIFVX | APOGX / LIFVX | |
| Total Expense Ratio | 0.05 | 0.52 | 10% |
| Annual Report Gross Expense Ratio | 0.36 | 0.52 | 69% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 6.700 | 7.038 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 777M | 190% |
| Annual Yield % from dividends | 3.79 | 4.95 | 76% |
| Returns for 1 year | 6.72 | 7.41 | 91% |
| Returns for 3 years | 16.38 | 18.40 | 89% |
| Returns for 5 years | 21.60 | 29.60 | 73% |
| Returns for 10 years | N/A | 47.12 | - |
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