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APOHX vs SRYRX
APOHX vs SRYRX Comparison Chart
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APOHX vs. SRYRX commentary
May 23, 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: 1.52B vs. SRYRX (373M). SRYRX pays higher dividends than APOHX: SRYRX (3.76) vs APOHX (2.30). APOHX was incepted earlier than SRYRX: APOHX (8 years) vs SRYRX (10 years). APOHX (0.60) is less costly to investors than SRYRX (0.45). SRYRX is a more actively managed with annual turnover of: 41.00 vs. APOHX (24.00). SRYRX has a lower initial minimum investment than APOHX: SRYRX (100000) vs APOHX (5000000). APOHX (6.60) and SRYRX (6.41) have marching annual gain over last year. APOHX return over 5 years is better than : 19.84 vs. SRYRX (17.12).
| APOHX | SRYRX | APOHX / SRYRX | |
| Total Expense Ratio | 0.60 | 0.45 | 133% |
| Annual Report Gross Expense Ratio | 0.60 | 0.45 | 133% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 3.405 | 3.392 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 373M | 408% |
| Annual Yield % from dividends | 2.30 | 3.76 | 61% |
| Returns for 1 year | 6.60 | 6.41 | 103% |
| Returns for 3 years | 7.77 | 8.03 | 97% |
| Returns for 5 years | 19.84 | 17.12 | 116% |
| Returns for 10 years | N/A | 25.80 | - |
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