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APOHX vs LIFCX
APOHX vs LIFCX Comparison Chart
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APOHX vs. LIFCX commentary
Jun 16, 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: 1.53B vs. LIFCX (759M). LIFCX pays higher dividends than APOHX: LIFCX (3.96) vs APOHX (2.31). APOHX was incepted earlier than LIFCX: APOHX (8 years) vs LIFCX (14 years). LIFCX (1.40) is less costly to investors than APOHX (0.60). LIFCX is a more actively managed with annual turnover of: 78.00 vs. APOHX (24.00). LIFCX has a lower initial minimum investment than APOHX: LIFCX (1500) vs APOHX (5000000). APOHX annual gain was more profitable for investors over the last year : 6.18 vs. LIFCX (5.60). LIFCX return over 5 years is better than : 30.83 vs. APOHX (18.80).
| APOHX | LIFCX | APOHX / LIFCX | |
| Total Expense Ratio | 0.60 | 1.40 | 43% |
| Annual Report Gross Expense Ratio | 0.60 | 1.40 | 43% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 3.502 | 3.044 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 759M | 202% |
| Annual Yield % from dividends | 2.31 | 3.96 | 58% |
| Returns for 1 year | 6.18 | 5.60 | 110% |
| Returns for 3 years | 9.38 | 9.34 | 100% |
| Returns for 5 years | 18.80 | 30.83 | 61% |
| Returns for 10 years | N/A | 25.24 | - |
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