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APOHX vs APOIX
APOHX vs APOIX Comparison
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APOHX vs APOIX Comparison Chart in %
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APOHX vs. APOIX commentary
Aug 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 APOHX is a Hold and APOIX is a Hold.
FUNDAMENTALS
Fundamentals
APOHX (1.12B) and APOIX (1.12B) have equal amount of cash in the bank . APOHX (3.59) and APOIX (3.53) have matching dividends . APOHX was incepted earlier than APOIX: APOHX (9 years) vs APOIX (21 years). APOIX (0.61) is less costly to investors than APOHX (0.51). APOHX (59.00) and APOIX (59.00) have comparable annual turnover. APOIX has a lower initial minimum investment than APOHX: APOIX (2500) vs APOHX (5000000). APOHX (1.72) and APOIX (1.64) have marching annual gain over last year. APOHX (13.04) and APOIX (12.49) 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 | 9 years | 21 years | - |
| Gain YTD | 1.602 | 1.573 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 1.12B | 100% |
| Annual Yield % from dividends | 3.59 | 3.53 | 102% |
| Returns for 1 year | 1.72 | 1.64 | 105% |
| Returns for 3 years | 15.26 | 14.96 | 102% |
| Returns for 5 years | 13.04 | 12.49 | 104% |
| Returns for 10 years | N/A | 31.66 | - |
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