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APOGX vs SRYRX
APOGX vs SRYRX Comparison Chart
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APOGX vs. SRYRX commentary
Apr 30, 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: 1.53B vs. SRYRX (379M). SRYRX pays higher dividends than APOGX: SRYRX (3.32) vs APOGX (2.75). APOGX was incepted earlier than SRYRX: APOGX (8 years) vs SRYRX (10 years). APOGX (0.45) and SRYRX (0.45) have similar cost to investors . SRYRX is a more actively managed with annual turnover of: 41.00 vs. APOGX (24.00). 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 : 8.42 vs. SRYRX (7.85). APOGX return over 5 years is better than : 24.00 vs. SRYRX (18.30).
| APOGX | SRYRX | APOGX / SRYRX | |
| Total Expense Ratio | 0.14 | 0.45 | 31% |
| Annual Report Gross Expense Ratio | 0.45 | 0.45 | 100% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 4.179 | 4.024 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 379M | 403% |
| Annual Yield % from dividends | 2.75 | 3.32 | 83% |
| Returns for 1 year | 8.42 | 7.85 | 107% |
| Returns for 3 years | 9.38 | 8.27 | 113% |
| Returns for 5 years | 24.00 | 18.30 | 131% |
| Returns for 10 years | N/A | 26.57 | - |
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