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APOHX vs LIFVX
APOHX vs LIFVX Comparison Chart
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APOHX vs. LIFVX 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 LIFVX is a Hold.
FUNDAMENTALS
Fundamentals
APOHX has more cash in the bank: 1.53B vs. LIFVX (759M). LIFVX pays higher dividends than APOHX: LIFVX (4.84) vs APOHX (2.31). APOHX was incepted earlier than LIFVX: APOHX (8 years) vs LIFVX (10 years). APOHX (0.60) is less costly to investors than LIFVX (0.52). LIFVX is a more actively managed with annual turnover of: 78.00 vs. APOHX (24.00). LIFVX has a lower initial minimum investment than APOHX: LIFVX (0) vs APOHX (5000000). LIFVX annual gain was more profitable for investors over the last year : 6.56 vs. APOHX (6.18). LIFVX return over 5 years is better than : 36.99 vs. APOHX (18.80).
| APOHX | LIFVX | APOHX / LIFVX | |
| Total Expense Ratio | 0.60 | 0.52 | 115% |
| Annual Report Gross Expense Ratio | 0.60 | 0.52 | 115% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 3.502 | 3.435 | 102% |
| 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 | 4.84 | 48% |
| Returns for 1 year | 6.18 | 6.56 | 94% |
| Returns for 3 years | 9.38 | 12.36 | 76% |
| Returns for 5 years | 18.80 | 36.99 | 51% |
| Returns for 10 years | N/A | N/A | - |
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