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APOHX vs APOYX
APOHX vs APOYX Comparison Chart
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APOHX vs. APOYX commentary
May 23, 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 APOYX is a Hold.
FUNDAMENTALS
Fundamentals
APOHX (1.52B) and APOYX (1.52B) have equal amount of cash in the bank . APOYX (2.39) and APOHX (2.30) have matching dividends . APOHX was incepted earlier than APOYX: APOHX (8 years) vs APOYX (8 years). APOHX (0.60) is less costly to investors than APOYX (0.50). APOHX (24.00) and APOYX (24.00) have comparable annual turnover. APOYX has a lower initial minimum investment than APOHX: APOYX (0) vs APOHX (5000000). APOYX (6.70) and APOHX (6.60) have marching annual gain over last year. APOYX (20.54) and APOHX (19.84) have equivalent 5 years return.
| APOHX | APOYX | APOHX / APOYX | |
| Total Expense Ratio | 0.60 | 0.50 | 120% |
| Annual Report Gross Expense Ratio | 0.60 | 0.50 | 120% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 3.405 | 3.401 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 1.52B | 100% |
| Annual Yield % from dividends | 2.30 | 2.39 | 96% |
| Returns for 1 year | 6.60 | 6.70 | 99% |
| Returns for 3 years | 7.77 | 8.09 | 96% |
| Returns for 5 years | 19.84 | 20.54 | 97% |
| Returns for 10 years | N/A | N/A | - |
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