Ad is loading...
APOGX vs LIFVX
APOGX vs LIFVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
APOGX vs. LIFVX commentary
May 06, 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: 1.52B vs. LIFVX (753M). LIFVX pays higher dividends than APOGX: LIFVX (4.77) vs APOGX (2.73). 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 annual gain was more profitable for investors over the last year : 7.80 vs. LIFVX (7.06). LIFVX return over 5 years is better than : 42.29 vs. APOGX (23.67).
| 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 | 3.178 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 753M | 202% |
| Annual Yield % from dividends | 2.73 | 4.77 | 57% |
| Returns for 1 year | 7.80 | 7.06 | 111% |
| Returns for 3 years | 9.67 | 9.21 | 105% |
| Returns for 5 years | 23.67 | 42.29 | 56% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| QSERX | 16.22 | 0.42 | +2.66% |
| AQR Small Cap Multi-Style R6 | |||
| JSEZX | 36.40 | 0.82 | +2.30% |
| JPMorgan Small Cap Equity R2 | |||
| CVKFX | 14.77 | 0.27 | +1.86% |
| Pioneer Disciplined Value K | |||
| RFNCX | 80.28 | 1.45 | +1.84% |
| American Funds Fundamental Invs R3 | |||
| NIQTX | 13.91 | 0.25 | +1.83% |
| Neuberger Berman International Eq Trst | |||