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APOHX vs APORX
APOHX vs APORX Comparison Chart
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APOHX vs. APORX commentary
May 25, 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 APORX is a Hold.
FUNDAMENTALS
Fundamentals
APOHX (1.52B) and APORX (1.52B) have equal amount of cash in the bank . APOHX pays higher dividends than APORX: APOHX (2.30) vs APORX (1.90). APOHX was incepted earlier than APORX: APOHX (8 years) vs APORX (20 years). APORX (1.20) is less costly to investors than APOHX (0.60). APOHX (24.00) and APORX (24.00) have comparable annual turnover. APORX has a lower initial minimum investment than APOHX: APORX (2500) vs APOHX (5000000). APOHX annual gain was more profitable for investors over the last year : 6.91 vs. APORX (6.27). APOHX return over 5 years is better than : 19.95 vs. APORX (16.50).
| APOHX | APORX | APOHX / APORX | |
| Total Expense Ratio | 0.60 | 1.20 | 50% |
| Annual Report Gross Expense Ratio | 0.60 | 1.20 | 50% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 3.502 | 3.301 | 106% |
| 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 | 2.30 | 1.90 | 121% |
| Returns for 1 year | 6.91 | 6.27 | 110% |
| Returns for 3 years | 7.58 | 5.65 | 134% |
| Returns for 5 years | 19.95 | 16.50 | 121% |
| Returns for 10 years | N/A | 21.86 | - |
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