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APOHX vs SRYRX
APOHX vs SRYRX Comparison
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APOHX vs SRYRX Comparison Chart in %
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APOHX vs. SRYRX commentary
Aug 30, 2026
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: 1.12B vs. SRYRX (395M). SRYRX pays higher dividends than APOHX: SRYRX (5.14) vs APOHX (3.59). APOHX was incepted earlier than SRYRX: APOHX (9 years) vs SRYRX (12 years). APOHX (0.51) is less costly to investors than SRYRX (0.45). APOHX is a more actively managed with annual turnover of: 59.00 vs. SRYRX (29.00). SRYRX has a lower initial minimum investment than APOHX: SRYRX (100000) vs APOHX (5000000). APOHX annual gain was more profitable for investors over the last year : 1.72 vs. SRYRX (1.47). APOHX return over 5 years is better than : 13.04 vs. SRYRX (12.22).
| APOHX | SRYRX | APOHX / SRYRX | |
| Total Expense Ratio | 0.51 | 0.35 | 146% |
| Annual Report Gross Expense Ratio | 0.51 | 0.45 | 113% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 1.602 | 1.462 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 395M | 284% |
| Annual Yield % from dividends | 3.59 | 5.14 | 70% |
| Returns for 1 year | 1.72 | 1.47 | 117% |
| Returns for 3 years | 15.26 | 14.85 | 103% |
| Returns for 5 years | 13.04 | 12.22 | 107% |
| Returns for 10 years | N/A | 29.72 | - |
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