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APOHX vs LIFVX
APOHX vs LIFVX Comparison Chart in %
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APOHX vs. LIFVX commentary
Sep 11, 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: 1.55B vs. LIFVX (776M). LIFVX pays higher dividends than APOHX: LIFVX (4.91) vs APOHX (3.34). APOHX was incepted earlier than LIFVX: APOHX (8 years) vs LIFVX (10 years). LIFVX (0.52) and APOHX (0.51) have similar cost to investors . LIFVX is a more actively managed with annual turnover of: 78.00 vs. APOHX (56.00). 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 : 8.03 vs. APOHX (6.55). LIFVX return over 5 years is better than : 31.22 vs. APOHX (18.97).
| APOHX | LIFVX | APOHX / LIFVX | |
| Total Expense Ratio | 0.51 | 0.52 | 98% |
| Annual Report Gross Expense Ratio | 0.51 | 0.52 | 98% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 6.276 | 6.943 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 776M | 200% |
| Annual Yield % from dividends | 3.34 | 4.91 | 68% |
| Returns for 1 year | 6.55 | 8.03 | 82% |
| Returns for 3 years | 12.23 | 15.14 | 81% |
| Returns for 5 years | 18.97 | 31.22 | 61% |
| Returns for 10 years | N/A | 46.00 | - |
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