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APOGX vs SRAAX
APOGX vs SRAAX Comparison Chart
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APOGX vs. SRAAX commentary
May 01, 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 SRAAX is a Hold.
FUNDAMENTALS
Fundamentals
APOGX has more cash in the bank: 1.53B vs. SRAAX (377M). SRAAX pays higher dividends than APOGX: SRAAX (3.24) vs APOGX (2.75). APOGX was incepted earlier than SRAAX: APOGX (8 years) vs SRAAX (16 years). SRAAX (0.70) is less costly to investors than APOGX (0.45). SRAAX is a more actively managed with annual turnover of: 41.00 vs. APOGX (24.00). APOGX has a lower initial minimum investment than SRAAX: APOGX (0) vs SRAAX (100000). APOGX annual gain was more profitable for investors over the last year : 8.42 vs. SRAAX (7.78). APOGX return over 5 years is better than : 24.00 vs. SRAAX (17.79).
| APOGX | SRAAX | APOGX / SRAAX | |
| Total Expense Ratio | 0.14 | 0.45 | 31% |
| Annual Report Gross Expense Ratio | 0.45 | 0.70 | 64% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 4.179 | 4.015 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 377M | 405% |
| Annual Yield % from dividends | 2.75 | 3.24 | 85% |
| Returns for 1 year | 8.42 | 7.78 | 108% |
| Returns for 3 years | 9.38 | 7.99 | 117% |
| Returns for 5 years | 24.00 | 17.79 | 135% |
| Returns for 10 years | N/A | 25.36 | - |
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