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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: 2.27B vs. APOHX (1.48B). TLDTX pays higher dividends than APOHX: TLDTX (4.89) vs APOHX (3.34). APOHX was incepted earlier than TLDTX: APOHX (9 years) vs TLDTX (5 years). APOHX (0.51) is less costly to investors than TLDTX (0.36). APOHX is a more actively managed with annual turnover of: 56.00 vs. TLDTX (44.00). TLDTX has a lower initial minimum investment than APOHX: TLDTX (2500) vs APOHX (5000000). TLDTX (6.61) and APOHX (6.54) 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 | 0.36 | 142% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 6.375 | 6.445 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 2.27B | 65% |
| Annual Yield % from dividends | 3.34 | 4.89 | 68% |
| Returns for 1 year | 6.54 | 6.61 | 99% |
| Returns for 3 years | 14.80 | 14.86 | 100% |
| Returns for 5 years | 18.85 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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