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APOHX vs TIIWX
APOHX vs TIIWX Comparison Chart in %
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APOHX vs. TIIWX commentary
Sep 09, 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 TIIWX is a Hold.
FUNDAMENTALS
Fundamentals
TIIWX has more cash in the bank: 3.16B vs. APOHX (1.55B). APOHX (3.34) and TIIWX (3.32) have matching dividends . APOHX was incepted earlier than TIIWX: APOHX (8 years) vs TIIWX (7 years). APOHX (0.51) is less costly to investors than TIIWX (0.26). APOHX is a more actively managed with annual turnover of: 56.00 vs. TIIWX (30.00). TIIWX has a lower initial minimum investment than APOHX: TIIWX (0) vs APOHX (5000000). TIIWX (6.45) and APOHX (6.35) have marching annual gain over last year. APOHX return over 5 years is better than : 18.75 vs. TIIWX (13.72).
| APOHX | TIIWX | APOHX / TIIWX | |
| Total Expense Ratio | 0.51 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.51 | 0.26 | 196% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 6.079 | 7.401 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 3.16B | 49% |
| Annual Yield % from dividends | 3.34 | 3.32 | 100% |
| Returns for 1 year | 6.35 | 6.45 | 98% |
| Returns for 3 years | 12.02 | 12.34 | 97% |
| Returns for 5 years | 18.75 | 13.72 | 137% |
| Returns for 10 years | N/A | N/A | - |
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