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APOHX vs SRYRX
APOHX vs SRYRX Comparison Chart in %
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APOHX vs. SRYRX commentary
Sep 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 SRYRX is a Hold.
FUNDAMENTALS
Fundamentals
APOHX has more cash in the bank: 1.55B vs. SRYRX (381M). APOHX pays higher dividends than SRYRX: APOHX (3.34) vs SRYRX (3.15). APOHX was incepted earlier than SRYRX: APOHX (8 years) vs SRYRX (11 years). APOHX (0.51) is less costly to investors than SRYRX (0.45). APOHX is a more actively managed with annual turnover of: 56.00 vs. SRYRX (41.00). SRYRX has a lower initial minimum investment than APOHX: SRYRX (100000) vs APOHX (5000000). APOHX (5.84) and SRYRX (5.81) have marching annual gain over last year. APOHX return over 5 years is better than : 18.85 vs. SRYRX (16.99).
| APOHX | SRYRX | APOHX / SRYRX | |
| Total Expense Ratio | 0.51 | 0.45 | 113% |
| Annual Report Gross Expense Ratio | 0.51 | 0.45 | 113% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 6.276 | 6.329 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 381M | 408% |
| Annual Yield % from dividends | 3.34 | 3.15 | 106% |
| Returns for 1 year | 5.84 | 5.81 | 101% |
| Returns for 3 years | 12.86 | 13.33 | 96% |
| Returns for 5 years | 18.85 | 16.99 | 111% |
| Returns for 10 years | N/A | 30.16 | - |
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