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APOHX vs TLDUX
APOHX vs TLDUX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TLDUX has more cash in the bank: 2.07B vs. APOHX (1.54B). APOHX pays higher dividends than TLDUX: APOHX (3.39) vs TLDUX (1.59). APOHX was incepted earlier than TLDUX: APOHX (8 years) vs TLDUX (5 years). APOHX (0.60) is less costly to investors than TLDUX (0.15). TLDUX is a more actively managed with annual turnover of: 152.40 vs. APOHX (56.00). TLDUX has a lower initial minimum investment than APOHX: TLDUX (500000) vs APOHX (5000000). TLDUX annual gain was more profitable for investors over the last year : 6.95 vs. APOHX (6.50).
| APOHX | TLDUX | APOHX / TLDUX | |
| Total Expense Ratio | 0.60 | 0.11 | 545% |
| Annual Report Gross Expense Ratio | 0.60 | 0.15 | 400% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 4.210 | 4.371 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 500000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 2.07B | 74% |
| Annual Yield % from dividends | 3.39 | 1.59 | 213% |
| Returns for 1 year | 6.50 | 6.95 | 94% |
| Returns for 3 years | 9.13 | 9.42 | 97% |
| Returns for 5 years | 18.78 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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