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APOHX vs LIFIX
APOHX vs LIFIX Comparison
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APOHX vs LIFIX Comparison Chart in %
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APOHX vs. LIFIX commentary
Aug 30, 2026
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: 1.12B vs. LIFIX (900M). LIFIX pays higher dividends than APOHX: LIFIX (5.05) vs APOHX (3.59). APOHX was incepted earlier than LIFIX: APOHX (9 years) vs LIFIX (15 years). LIFIX (0.54) is less costly to investors than APOHX (0.51). LIFIX is a more actively managed with annual turnover of: 175.00 vs. APOHX (59.00). 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 : 2.40 vs. APOHX (1.72). LIFIX return over 5 years is better than : 16.79 vs. APOHX (13.04).
| APOHX | LIFIX | APOHX / LIFIX | |
| Total Expense Ratio | 0.51 | 0.54 | 94% |
| Annual Report Gross Expense Ratio | 0.51 | 0.54 | 94% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 1.602 | 1.590 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 900M | 125% |
| Annual Yield % from dividends | 3.59 | 5.05 | 71% |
| Returns for 1 year | 1.72 | 2.40 | 72% |
| Returns for 3 years | 15.26 | 17.54 | 87% |
| Returns for 5 years | 13.04 | 16.79 | 78% |
| Returns for 10 years | N/A | 49.62 | - |
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