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APOHX vs SDPSX
APOHX vs SDPSX Comparison Chart in %
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APOHX vs. SDPSX commentary
Jul 18, 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 SDPSX is a Hold.
FUNDAMENTALS
Fundamentals
APOHX has more cash in the bank: 1.53B vs. SDPSX (401M). SDPSX pays higher dividends than APOHX: SDPSX (3.70) vs APOHX (3.39). APOHX was incepted earlier than SDPSX: APOHX (8 years) vs SDPSX (10 years). APOHX (0.60) is less costly to investors than SDPSX (0.32). APOHX is a more actively managed with annual turnover of: 56.00 vs. SDPSX (46.00). SDPSX has a lower initial minimum investment than APOHX: SDPSX (1000000) vs APOHX (5000000). SDPSX (6.00) and APOHX (5.99) have marching annual gain over last year. APOHX return over 5 years is better than : 18.32 vs. SDPSX (17.14).
| APOHX | SDPSX | APOHX / SDPSX | |
| Total Expense Ratio | 0.60 | 0.30 | 200% |
| Annual Report Gross Expense Ratio | 0.60 | 0.32 | 188% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 4.308 | 4.341 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 401M | 381% |
| Annual Yield % from dividends | 3.39 | 3.70 | 92% |
| Returns for 1 year | 5.99 | 6.00 | 100% |
| Returns for 3 years | 10.05 | 10.90 | 92% |
| Returns for 5 years | 18.32 | 17.14 | 107% |
| Returns for 10 years | N/A | N/A | - |
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