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APOGX vs SRYRX
APOGX vs SRYRX Comparison Chart in %
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APOGX vs. SRYRX commentary
Sep 18, 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 SRYRX is a Hold.
FUNDAMENTALS
Fundamentals
APOGX has more cash in the bank: 1.55B vs. SRYRX (381M). APOGX pays higher dividends than SRYRX: APOGX (3.78) vs SRYRX (3.15). APOGX was incepted earlier than SRYRX: APOGX (8 years) vs SRYRX (11 years). SRYRX (0.45) is less costly to investors than APOGX (0.36). APOGX is a more actively managed with annual turnover of: 56.00 vs. SRYRX (41.00). APOGX has a lower initial minimum investment than SRYRX: APOGX (0) vs SRYRX (100000). APOGX annual gain was more profitable for investors over the last year : 6.32 vs. SRYRX (5.81). APOGX return over 5 years is better than : 21.60 vs. SRYRX (16.99).
| APOGX | SRYRX | APOGX / SRYRX | |
| Total Expense Ratio | 0.05 | 0.45 | 11% |
| Annual Report Gross Expense Ratio | 0.36 | 0.45 | 80% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 6.601 | 6.329 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 381M | 408% |
| Annual Yield % from dividends | 3.78 | 3.15 | 120% |
| Returns for 1 year | 6.32 | 5.81 | 109% |
| Returns for 3 years | 14.42 | 13.33 | 108% |
| Returns for 5 years | 21.60 | 16.99 | 127% |
| Returns for 10 years | N/A | 30.16 | - |
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