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APOHX vs APOYX
APOHX vs APOYX Comparison Chart in %
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APOHX vs. APOYX commentary
Jul 17, 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 (1.53B) and APOYX (1.53B) have equal amount of cash in the bank . APOYX (3.49) and APOHX (3.39) 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 (56.00) and APOYX (56.00) have comparable annual turnover. APOYX has a lower initial minimum investment than APOHX: APOYX (0) vs APOHX (5000000). APOYX (6.09) and APOHX (5.99) have marching annual gain over last year. APOYX (19.02) and APOHX (18.32) 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 | 4.308 | 4.354 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 1.53B | 100% |
| Annual Yield % from dividends | 3.39 | 3.49 | 97% |
| Returns for 1 year | 5.99 | 6.09 | 98% |
| Returns for 3 years | 10.05 | 10.37 | 97% |
| Returns for 5 years | 18.32 | 19.02 | 96% |
| Returns for 10 years | N/A | N/A | - |
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