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APOHX vs SRAAX
APOHX vs SRAAX Comparison Chart
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APOHX vs. SRAAX commentary
May 01, 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: 1.53B vs. SRAAX (377M). SRAAX pays higher dividends than APOHX: SRAAX (3.24) vs APOHX (2.31). APOHX was incepted earlier than SRAAX: APOHX (8 years) vs SRAAX (16 years). SRAAX (0.70) is less costly to investors than APOHX (0.60). SRAAX is a more actively managed with annual turnover of: 41.00 vs. APOHX (24.00). SRAAX has a lower initial minimum investment than APOHX: SRAAX (100000) vs APOHX (5000000). APOHX (7.84) and SRAAX (7.78) have marching annual gain over last year. APOHX return over 5 years is better than : 21.11 vs. SRAAX (17.79).
| APOHX | SRAAX | APOHX / SRAAX | |
| Total Expense Ratio | 0.60 | 0.45 | 133% |
| Annual Report Gross Expense Ratio | 0.60 | 0.70 | 86% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 3.988 | 4.015 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 377M | 405% |
| Annual Yield % from dividends | 2.31 | 3.24 | 71% |
| Returns for 1 year | 7.84 | 7.78 | 101% |
| Returns for 3 years | 7.88 | 7.99 | 99% |
| Returns for 5 years | 21.11 | 17.79 | 119% |
| Returns for 10 years | N/A | 25.36 | - |
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