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APOHX vs SRAAX
APOHX vs SRAAX Comparison Chart in %
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APOHX vs. SRAAX commentary
Sep 10, 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 SRAAX is a Hold.
FUNDAMENTALS
Fundamentals
APOHX has more cash in the bank: 1.55B vs. SRAAX (382M). APOHX pays higher dividends than SRAAX: APOHX (3.34) vs SRAAX (3.07). APOHX was incepted earlier than SRAAX: APOHX (8 years) vs SRAAX (16 years). SRAAX (0.70) is less costly to investors than APOHX (0.51). APOHX is a more actively managed with annual turnover of: 56.00 vs. SRAAX (41.00). SRAAX has a lower initial minimum investment than APOHX: SRAAX (100000) vs APOHX (5000000). APOHX (6.55) and SRAAX (6.28) have marching annual gain over last year. APOHX return over 5 years is better than : 18.97 vs. SRAAX (16.55).
| APOHX | SRAAX | APOHX / SRAAX | |
| Total Expense Ratio | 0.51 | 0.45 | 113% |
| Annual Report Gross Expense Ratio | 0.51 | 0.70 | 73% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 6.276 | 6.195 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 382M | 407% |
| Annual Yield % from dividends | 3.34 | 3.07 | 109% |
| Returns for 1 year | 6.55 | 6.28 | 104% |
| Returns for 3 years | 12.23 | 12.25 | 100% |
| Returns for 5 years | 18.97 | 16.55 | 115% |
| Returns for 10 years | N/A | 29.02 | - |
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