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APOHX vs SRYRX
APOHX vs SRYRX Comparison Chart
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APOHX vs. SRYRX commentary
Nov 15, 2024
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: 1.61B vs. SRYRX (376M). APOHX pays higher dividends than SRYRX: APOHX (2.83) vs SRYRX (2.65). APOHX was incepted earlier than SRYRX: APOHX (8 years) vs SRYRX (10 years). APOHX (32.00) and SRYRX (31.00) have comparable annual turnover. SRYRX has a lower initial minimum investment than APOHX: SRYRX (100000) vs APOHX (5000000). APOHX (6.02) and SRYRX (5.81) have marching annual gain over last year. APOHX return over 5 years is better than : 16.31 vs. SRYRX (14.91).
| APOHX | SRYRX | APOHX / SRYRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 3.851 | 3.825 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 376M | 428% |
| Annual Yield % from dividends | 2.83 | 2.65 | 107% |
| Returns for 1 year | 6.02 | 5.81 | 104% |
| Returns for 3 years | 2.57 | 2.49 | 103% |
| Returns for 5 years | 16.31 | 14.91 | 109% |
| Returns for 10 years | N/A | N/A | - |
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