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APOGX vs SRYRX
APOGX vs SRYRX Comparison
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APOGX vs SRYRX Comparison Chart in %
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APOGX vs. SRYRX commentary
Jun 30, 2026
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: 1.16B vs. SRYRX (388M). APOGX pays higher dividends than SRYRX: APOGX (4.42) vs SRYRX (3.56). APOGX was incepted earlier than SRYRX: APOGX (9 years) vs SRYRX (12 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 (29.00). 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 : 3.80 vs. SRYRX (3.13). APOGX return over 5 years is better than : 17.50 vs. SRYRX (13.67).
| APOGX | SRYRX | APOGX / SRYRX | |
| Total Expense Ratio | 0.05 | 0.35 | 14% |
| Annual Report Gross Expense Ratio | 0.36 | 0.45 | 80% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 1.707 | 1.290 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 388M | 298% |
| Annual Yield % from dividends | 4.42 | 3.56 | 124% |
| Returns for 1 year | 3.80 | 3.13 | 122% |
| Returns for 3 years | 17.19 | 15.17 | 113% |
| Returns for 5 years | 17.50 | 13.67 | 128% |
| Returns for 10 years | N/A | 28.73 | - |
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