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APOHX vs APOIX
APOHX vs APOIX Comparison Chart
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APOHX vs. APOIX commentary
Nov 15, 2024
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 (1.61B) and APOIX (1.61B) have equal amount of cash in the bank . APOHX (2.83) and APOIX (2.76) have matching dividends . APOHX was incepted earlier than APOIX: APOHX (8 years) vs APOIX (19 years). APOHX (32.00) and APOIX (32.00) have comparable annual turnover. APOIX has a lower initial minimum investment than APOHX: APOIX (2500) vs APOHX (5000000). APOIX (6.08) and APOHX (6.02) have marching annual gain over last year. APOHX (16.31) and APOIX (15.82) have equivalent 5 years return.
| APOHX | APOIX | APOHX / APOIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 3.851 | 3.837 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 1.61B | 100% |
| Annual Yield % from dividends | 2.83 | 2.76 | 103% |
| Returns for 1 year | 6.02 | 6.08 | 99% |
| Returns for 3 years | 2.57 | 2.29 | 112% |
| Returns for 5 years | 16.31 | 15.82 | 103% |
| Returns for 10 years | N/A | 22.68 | - |
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