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APOHX vs LIFVX
APOHX vs LIFVX Comparison
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APOHX vs LIFVX Comparison Chart in %
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APOHX vs. LIFVX 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 LIFVX is a Hold.
FUNDAMENTALS
Fundamentals
APOHX has more cash in the bank: 1.12B vs. LIFVX (900M). LIFVX pays higher dividends than APOHX: LIFVX (5.16) vs APOHX (3.59). APOHX was incepted earlier than LIFVX: APOHX (9 years) vs LIFVX (11 years). APOHX (0.51) is less costly to investors than LIFVX (0.44). LIFVX is a more actively managed with annual turnover of: 175.00 vs. APOHX (59.00). 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 : 2.51 vs. APOHX (1.72). LIFVX return over 5 years is better than : 17.38 vs. APOHX (13.04).
| APOHX | LIFVX | APOHX / LIFVX | |
| Total Expense Ratio | 0.51 | 0.44 | 116% |
| Annual Report Gross Expense Ratio | 0.51 | 0.44 | 116% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 1.602 | 1.651 | 97% |
| 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 | 5.16 | 70% |
| Returns for 1 year | 1.72 | 2.51 | 69% |
| Returns for 3 years | 15.26 | 17.85 | 86% |
| Returns for 5 years | 13.04 | 17.38 | 75% |
| Returns for 10 years | N/A | 51.08 | - |
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