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APOHX vs LIFCX
APOHX vs LIFCX Comparison Chart in %
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APOHX vs. LIFCX commentary
Oct 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 LIFCX is a Hold.
FUNDAMENTALS
Fundamentals
APOHX has more cash in the bank: 1.48B vs. LIFCX (777M). LIFCX pays higher dividends than APOHX: LIFCX (4.07) vs APOHX (3.34). APOHX was incepted earlier than LIFCX: APOHX (9 years) vs LIFCX (14 years). LIFCX (1.40) is less costly to investors than APOHX (0.51). LIFCX is a more actively managed with annual turnover of: 78.00 vs. APOHX (56.00). LIFCX has a lower initial minimum investment than APOHX: LIFCX (1500) vs APOHX (5000000). LIFCX (6.44) and APOHX (6.34) have marching annual gain over last year. LIFCX return over 5 years is better than : 23.77 vs. APOHX (18.85).
| APOHX | LIFCX | APOHX / LIFCX | |
| Total Expense Ratio | 0.51 | 1.40 | 36% |
| Annual Report Gross Expense Ratio | 0.51 | 1.40 | 36% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 6.375 | 6.218 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 777M | 190% |
| Annual Yield % from dividends | 3.34 | 4.07 | 82% |
| Returns for 1 year | 6.34 | 6.44 | 98% |
| Returns for 3 years | 14.91 | 15.16 | 98% |
| Returns for 5 years | 18.85 | 23.77 | 79% |
| Returns for 10 years | N/A | 33.81 | - |
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