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APOHX vs LIFVX
APOHX vs LIFVX Comparison Chart in %
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APOHX vs. LIFVX commentary
Oct 23, 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: 1.48B vs. LIFVX (777M). LIFVX pays higher dividends than APOHX: LIFVX (4.95) vs APOHX (3.34). APOHX was incepted earlier than LIFVX: APOHX (9 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 : 7.41 vs. APOHX (6.34). LIFVX return over 5 years is better than : 29.60 vs. APOHX (18.85).
| APOHX | LIFVX | APOHX / LIFVX | |
| Total Expense Ratio | 0.51 | 0.52 | 98% |
| Annual Report Gross Expense Ratio | 0.51 | 0.52 | 98% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 6.375 | 7.038 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 777M | 190% |
| Annual Yield % from dividends | 3.34 | 4.95 | 67% |
| Returns for 1 year | 6.34 | 7.41 | 86% |
| Returns for 3 years | 14.91 | 18.40 | 81% |
| Returns for 5 years | 18.85 | 29.60 | 64% |
| Returns for 10 years | N/A | 47.12 | - |
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