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APOHX vs APOIX
APOHX vs APOIX Comparison Chart
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APOHX vs. APOIX commentary
Apr 28, 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 APOHX is a Hold and APOIX is a Hold.
FUNDAMENTALS
Fundamentals
APOHX (1.52B) and APOIX (1.52B) have equal amount of cash in the bank . APOHX (2.31) and APOIX (2.24) have matching dividends . APOHX was incepted earlier than APOIX: APOHX (8 years) vs APOIX (20 years). APOIX (0.70) is less costly to investors than APOHX (0.60). APOHX (24.00) and APOIX (24.00) have comparable annual turnover. APOIX has a lower initial minimum investment than APOHX: APOIX (2500) vs APOHX (5000000). APOHX (7.85) and APOIX (7.82) have marching annual gain over last year. APOHX (21.12) and APOIX (20.48) have equivalent 5 years return.
| APOHX | APOIX | APOHX / APOIX | |
| Total Expense Ratio | 0.60 | 0.70 | 86% |
| Annual Report Gross Expense Ratio | 0.60 | 0.70 | 86% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 3.794 | 3.729 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 1.52B | 100% |
| Annual Yield % from dividends | 2.31 | 2.24 | 103% |
| Returns for 1 year | 7.85 | 7.82 | 100% |
| Returns for 3 years | 7.49 | 7.23 | 104% |
| Returns for 5 years | 21.12 | 20.48 | 103% |
| Returns for 10 years | N/A | 27.90 | - |
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