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APOGX vs SRAAX
APOGX vs SRAAX Comparison Chart
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APOGX vs. SRAAX commentary
May 25, 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: 1.52B vs. SRAAX (374M). SRAAX pays higher dividends than APOGX: SRAAX (3.68) vs APOGX (2.73). 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 : 7.38 vs. SRAAX (6.67). APOGX return over 5 years is better than : 22.83 vs. SRAAX (16.73).
| 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 | 3.693 | 3.486 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 374M | 407% |
| Annual Yield % from dividends | 2.73 | 3.68 | 74% |
| Returns for 1 year | 7.38 | 6.67 | 111% |
| Returns for 3 years | 9.07 | 7.54 | 120% |
| Returns for 5 years | 22.83 | 16.73 | 136% |
| Returns for 10 years | N/A | 24.73 | - |
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