Interact to see
Advertisement
Advertisement
APOHX vs SRYRX
APOHX vs SRYRX Comparison
Open Charts APOHX vs SRYRX
APOHX vs SRYRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APOHX vs. SRYRX commentary
Jun 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: 1.16B vs. SRYRX (388M). APOHX pays higher dividends than SRYRX: APOHX (3.97) vs SRYRX (3.56). 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: 56.00 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 : 3.35 vs. SRYRX (3.13). APOHX return over 5 years is better than : 14.87 vs. SRYRX (13.67).
| 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 | 1.506 | 1.290 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 388M | 298% |
| Annual Yield % from dividends | 3.97 | 3.56 | 112% |
| Returns for 1 year | 3.35 | 3.13 | 107% |
| Returns for 3 years | 15.61 | 15.17 | 103% |
| Returns for 5 years | 14.87 | 13.67 | 109% |
| Returns for 10 years | N/A | 28.73 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RDVI | 29.21 | 0.35 | +1.21% |
| FT Vest Ris Div Ach Trg Inc ETF | |||
| XOCT | 39.45 | 0.19 | +0.49% |
| FT Vest US Eq Enh & Mod Buf ETF-Oct | |||
| BGR | 14.73 | 0.07 | +0.48% |
| Blackrock Energy and Resources Trust | |||
| BTGD | 19.90 | N/A | N/A |
| STKd 100% Bitcoin & 100% Gold ETF | |||
| CCFE | 27.85 | N/A | N/A |
| Concourse Capital Focused Equity ETF | |||