APOHX
Price
$10.57
Change
-$0.04 (-0.38%)
Updated
Aug 28 closing price
Net Assets
1.12B
LIFQX
Price
$11.59
Change
-$0.05 (-0.43%)
Updated
Aug 28 closing price
Net Assets
900.05M
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APOHX vs LIFQX

APOHX vs LIFQX Comparison Chart in %
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APOHX vs. LIFQX 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 LIFQX is a Hold.

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FUNDAMENTALS
Fundamentals
APOHX has more cash in the bank: 1.12B vs. LIFQX (900M). LIFQX pays higher dividends than APOHX: LIFQX (4.44) vs APOHX (3.59). APOHX was incepted earlier than LIFQX: APOHX (9 years) vs LIFQX (15 years). LIFQX (1.14) is less costly to investors than APOHX (0.51). LIFQX is a more actively managed with annual turnover of: 175.00 vs. APOHX (59.00). LIFQX has a lower initial minimum investment than APOHX: LIFQX (0) vs APOHX (5000000). APOHX (1.72) and LIFQX (1.68) have marching annual gain over last year. LIFQX (13.05) and APOHX (13.04) have equivalent 5 years return.
APOHXLIFQXAPOHX / LIFQX
Total Expense Ratio0.511.1445%
Annual Report Gross Expense Ratio0.511.1445%
Fund Existence9 years15 years-
Gain YTD1.6021.142140%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.12B900M125%
Annual Yield % from dividends3.594.4481%
Returns for 1 year1.721.68102%
Returns for 3 years15.2615.3599%
Returns for 5 years13.0413.05100%
Returns for 10 yearsN/A40.37-
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