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APOGX vs TLDUX
APOGX vs TLDUX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TLDUX has more cash in the bank: 2.15B vs. APOGX (1.55B). TLDUX pays higher dividends than APOGX: TLDUX (5.00) vs APOGX (3.78). APOGX was incepted earlier than TLDUX: APOGX (8 years) vs TLDUX (5 years). APOGX (0.36) is less costly to investors than TLDUX (0.15). TLDUX is a more actively managed with annual turnover of: 152.40 vs. APOGX (56.00). APOGX has a lower initial minimum investment than TLDUX: APOGX (0) vs TLDUX (500000). APOGX (6.53) and TLDUX (6.38) have marching annual gain over last year.
| APOGX | TLDUX | APOGX / TLDUX | |
| Total Expense Ratio | 0.05 | 0.11 | 45% |
| Annual Report Gross Expense Ratio | 0.36 | 0.15 | 240% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 6.404 | 6.250 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 2.15B | 72% |
| Annual Yield % from dividends | 3.78 | 5.00 | 76% |
| Returns for 1 year | 6.53 | 6.38 | 102% |
| Returns for 3 years | 13.78 | 13.08 | 105% |
| Returns for 5 years | 21.61 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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