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APOHX vs LIFQX
APOHX vs LIFQX Comparison Chart
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APOHX vs. LIFQX 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 LIFQX is a Hold.
FUNDAMENTALS
Fundamentals
APOHX has more cash in the bank: 1.53B vs. LIFQX (759M). LIFQX pays higher dividends than APOHX: LIFQX (4.17) vs APOHX (2.31). APOHX was incepted earlier than LIFQX: APOHX (8 years) vs LIFQX (14 years). LIFQX (1.19) is less costly to investors than APOHX (0.60). LIFQX is a more actively managed with annual turnover of: 78.00 vs. APOHX (24.00). LIFQX has a lower initial minimum investment than APOHX: LIFQX (0) vs APOHX (5000000). APOHX annual gain was more profitable for investors over the last year : 6.18 vs. LIFQX (5.75). LIFQX return over 5 years is better than : 32.18 vs. APOHX (18.80).
| APOHX | LIFQX | APOHX / LIFQX | |
| Total Expense Ratio | 0.60 | 1.19 | 50% |
| Annual Report Gross Expense Ratio | 0.60 | 1.19 | 50% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 3.502 | 3.141 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 759M | 202% |
| Annual Yield % from dividends | 2.31 | 4.17 | 55% |
| Returns for 1 year | 6.18 | 5.75 | 108% |
| Returns for 3 years | 9.38 | 10.07 | 93% |
| Returns for 5 years | 18.80 | 32.18 | 58% |
| Returns for 10 years | N/A | 27.88 | - |
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