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APOHX vs APOIX
APOHX vs APOIX Comparison Chart in %
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APOHX vs. APOIX commentary
Sep 10, 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 (1.55B) and APOIX (1.55B) have equal amount of cash in the bank . APOHX (3.34) and APOIX (3.27) have matching dividends . APOHX was incepted earlier than APOIX: APOHX (8 years) vs APOIX (20 years). APOIX (0.61) is less costly to investors than APOHX (0.51). APOHX (56.00) and APOIX (56.00) have comparable annual turnover. APOIX has a lower initial minimum investment than APOHX: APOIX (2500) vs APOHX (5000000). APOHX (6.55) and APOIX (6.40) have marching annual gain over last year. APOHX (18.97) and APOIX (18.44) have equivalent 5 years return.
| APOHX | APOIX | APOHX / APOIX | |
| Total Expense Ratio | 0.51 | 0.61 | 84% |
| Annual Report Gross Expense Ratio | 0.51 | 0.61 | 84% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 6.276 | 6.182 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 1.55B | 100% |
| Annual Yield % from dividends | 3.34 | 3.27 | 102% |
| Returns for 1 year | 6.55 | 6.40 | 102% |
| Returns for 3 years | 12.23 | 11.90 | 103% |
| Returns for 5 years | 18.97 | 18.44 | 103% |
| Returns for 10 years | N/A | 32.63 | - |
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