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APOHX vs TLDTX
APOHX vs TLDTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TLDTX has more cash in the bank: 2.07B vs. APOHX (1.54B). APOHX pays higher dividends than TLDTX: APOHX (3.39) vs TLDTX (1.52). APOHX was incepted earlier than TLDTX: APOHX (8 years) vs TLDTX (5 years). APOHX (0.60) 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 (6.66) and APOHX (6.50) have marching annual gain over last year.
| APOHX | TLDTX | APOHX / TLDTX | |
| Total Expense Ratio | 0.60 | 0.21 | 286% |
| Annual Report Gross Expense Ratio | 0.60 | 0.34 | 176% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 4.210 | 4.335 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 2.07B | 74% |
| Annual Yield % from dividends | 3.39 | 1.52 | 223% |
| Returns for 1 year | 6.50 | 6.66 | 98% |
| Returns for 3 years | 9.13 | 8.66 | 105% |
| Returns for 5 years | 18.78 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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