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APOGX vs LIFVX
APOGX vs LIFVX Comparison Chart in %
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APOGX vs. LIFVX commentary
Sep 11, 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: 1.55B vs. LIFVX (776M). LIFVX pays higher dividends than APOGX: LIFVX (4.91) vs APOGX (3.78). 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 : 8.03 vs. APOGX (6.93). LIFVX return over 5 years is better than : 31.22 vs. APOGX (21.72).
| 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 | 6.503 | 6.943 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 776M | 200% |
| Annual Yield % from dividends | 3.78 | 4.91 | 77% |
| Returns for 1 year | 6.93 | 8.03 | 86% |
| Returns for 3 years | 13.67 | 15.14 | 90% |
| Returns for 5 years | 21.72 | 31.22 | 70% |
| Returns for 10 years | N/A | 46.00 | - |
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