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APOHX vs LIFVX
APOHX vs LIFVX Comparison
Open Charts APOHX vs LIFVX
APOHX vs LIFVX Comparison Chart in %
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APOHX vs. LIFVX commentary
Jul 01, 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: 1.16B vs. LIFVX (873M). LIFVX pays higher dividends than APOHX: LIFVX (5.02) vs APOHX (3.97). 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 (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 : 4.17 vs. APOHX (3.35). LIFVX return over 5 years is better than : 18.54 vs. APOHX (14.87).
| 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 | 1.506 | 1.040 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 873M | 133% |
| Annual Yield % from dividends | 3.97 | 5.02 | 79% |
| Returns for 1 year | 3.35 | 4.17 | 80% |
| Returns for 3 years | 15.61 | 17.15 | 91% |
| Returns for 5 years | 14.87 | 18.54 | 80% |
| Returns for 10 years | N/A | 50.70 | - |
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