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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
Jun 19, 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 (1.18B) and APOIX (1.18B) have equal amount of cash in the bank . APOHX (3.97) and APOIX (3.91) 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 (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 (4.16) and APOIX (4.05) have marching annual gain over last year. APOHX (15.93) and APOIX (15.34) 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 | 1.794 | 1.767 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 1.18B | 100% |
| Annual Yield % from dividends | 3.97 | 3.91 | 102% |
| Returns for 1 year | 4.16 | 4.05 | 103% |
| Returns for 3 years | 15.55 | 15.20 | 102% |
| Returns for 5 years | 15.93 | 15.34 | 104% |
| Returns for 10 years | N/A | 32.04 | - |
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