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APOHX vs APORX
APOHX vs APORX Comparison Chart in %
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APOHX vs. APORX 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 APORX is a Hold.
FUNDAMENTALS
Fundamentals
APOHX (1.55B) and APORX (1.55B) have equal amount of cash in the bank . APOHX pays higher dividends than APORX: APOHX (3.34) vs APORX (2.74). APOHX was incepted earlier than APORX: APOHX (8 years) vs APORX (20 years). APORX (1.11) is less costly to investors than APOHX (0.51). APOHX (56.00) and APORX (56.00) 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 : 6.55 vs. APORX (5.80). APOHX return over 5 years is better than : 18.97 vs. APORX (15.42).
| APOHX | APORX | APOHX / APORX | |
| Total Expense Ratio | 0.51 | 1.11 | 46% |
| Annual Report Gross Expense Ratio | 0.51 | 1.11 | 46% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 6.276 | 5.765 | 109% |
| 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 | 2.74 | 122% |
| Returns for 1 year | 6.55 | 5.80 | 113% |
| Returns for 3 years | 12.23 | 10.11 | 121% |
| Returns for 5 years | 18.97 | 15.42 | 123% |
| Returns for 10 years | N/A | 26.00 | - |
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