Interact to see
Advertisement
Advertisement
APOHX vs TLDTX
APOHX vs TLDTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
TLDTX has more cash in the bank: 2.15B vs. APOHX (1.55B). TLDTX pays higher dividends than APOHX: TLDTX (4.89) vs APOHX (3.34). APOHX was incepted earlier than TLDTX: APOHX (8 years) vs TLDTX (5 years). APOHX (0.51) is less costly to investors than TLDTX (0.34). TLDTX is a more actively managed with annual turnover of: 152.40 vs. APOHX (56.00). TLDTX has a lower initial minimum investment than APOHX: TLDTX (2500) vs APOHX (5000000). TLDTX (5.84) and APOHX (5.74) have marching annual gain over last year.
| APOHX | TLDTX | APOHX / TLDTX | |
| Total Expense Ratio | 0.51 | 0.21 | 243% |
| Annual Report Gross Expense Ratio | 0.51 | 0.34 | 150% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 6.079 | 6.197 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 2.15B | 72% |
| Annual Yield % from dividends | 3.34 | 4.89 | 68% |
| Returns for 1 year | 5.74 | 5.84 | 98% |
| Returns for 3 years | 12.65 | 12.73 | 99% |
| Returns for 5 years | 18.63 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement