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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: 2.15B vs. APOHX (1.55B). TLDUX pays higher dividends than APOHX: TLDUX (5.00) vs APOHX (3.34). APOHX was incepted earlier than TLDUX: APOHX (8 years) vs TLDUX (5 years). APOHX (0.51) 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 : 6.38 vs. APOHX (6.04).
| APOHX | TLDUX | APOHX / TLDUX | |
| Total Expense Ratio | 0.51 | 0.11 | 464% |
| Annual Report Gross Expense Ratio | 0.51 | 0.15 | 340% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 6.079 | 6.250 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 500000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 2.15B | 72% |
| Annual Yield % from dividends | 3.34 | 5.00 | 67% |
| Returns for 1 year | 6.04 | 6.38 | 95% |
| Returns for 3 years | 12.12 | 13.08 | 93% |
| Returns for 5 years | 18.75 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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