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APOHX vs LIFIX
APOHX vs LIFIX Comparison Chart in %
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APOHX vs. LIFIX commentary
Sep 11, 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 LIFIX is a Hold.
FUNDAMENTALS
Fundamentals
APOHX has more cash in the bank: 1.55B vs. LIFIX (776M). LIFIX pays higher dividends than APOHX: LIFIX (4.82) vs APOHX (3.34). APOHX was incepted earlier than LIFIX: APOHX (8 years) vs LIFIX (14 years). LIFIX (0.59) is less costly to investors than APOHX (0.51). LIFIX is a more actively managed with annual turnover of: 78.00 vs. APOHX (56.00). LIFIX has a lower initial minimum investment than APOHX: LIFIX (1000000) vs APOHX (5000000). LIFIX annual gain was more profitable for investors over the last year : 8.02 vs. APOHX (6.55). LIFIX return over 5 years is better than : 30.84 vs. APOHX (18.97).
| APOHX | LIFIX | APOHX / LIFIX | |
| Total Expense Ratio | 0.51 | 0.59 | 86% |
| Annual Report Gross Expense Ratio | 0.51 | 0.59 | 86% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 6.276 | 6.869 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 776M | 200% |
| Annual Yield % from dividends | 3.34 | 4.82 | 69% |
| Returns for 1 year | 6.55 | 8.02 | 82% |
| Returns for 3 years | 12.23 | 14.95 | 82% |
| Returns for 5 years | 18.97 | 30.84 | 61% |
| Returns for 10 years | N/A | 44.65 | - |
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