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APOHX vs LIFTX
APOHX vs LIFTX Comparison
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APOHX vs LIFTX Comparison Chart in %
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APOHX vs. LIFTX 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 LIFTX is a Hold.
FUNDAMENTALS
Fundamentals
APOHX has more cash in the bank: 1.12B vs. LIFTX (900M). LIFTX pays higher dividends than APOHX: LIFTX (5.05) vs APOHX (3.59). APOHX was incepted earlier than LIFTX: APOHX (9 years) vs LIFTX (11 years). LIFTX (0.54) is less costly to investors than APOHX (0.51). LIFTX is a more actively managed with annual turnover of: 175.00 vs. APOHX (59.00). LIFTX has a lower initial minimum investment than APOHX: LIFTX (0) vs APOHX (5000000). LIFTX annual gain was more profitable for investors over the last year : 2.31 vs. APOHX (1.72). LIFTX return over 5 years is better than : 16.88 vs. APOHX (13.04).
| APOHX | LIFTX | APOHX / LIFTX | |
| Total Expense Ratio | 0.51 | 0.54 | 94% |
| Annual Report Gross Expense Ratio | 0.51 | 0.54 | 94% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 1.602 | 1.503 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| 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 | 2.31 | 74% |
| Returns for 3 years | 15.26 | 17.54 | 87% |
| Returns for 5 years | 13.04 | 16.88 | 77% |
| Returns for 10 years | N/A | 49.55 | - |
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