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APOHX vs TRBFX
APOHX vs TRBFX Comparison Chart
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APOHX vs. TRBFX commentary
Nov 16, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APOHX is a Hold and TRBFX is a Hold.
FUNDAMENTALS
Fundamentals
TRBFX has more cash in the bank: 8.46B vs. APOHX (1.61B). TRBFX pays higher dividends than APOHX: TRBFX (3.93) vs APOHX (2.83). APOHX was incepted earlier than TRBFX: APOHX (8 years) vs TRBFX (18 years). TRBFX is a more actively managed with annual turnover of: 155.90 vs. APOHX (32.00). TRBFX has a lower initial minimum investment than APOHX: TRBFX (2500) vs APOHX (5000000). APOHX annual gain was more profitable for investors over the last year : 6.02 vs. TRBFX (5.67). APOHX return over 5 years is better than : 16.31 vs. TRBFX (10.16).
| APOHX | TRBFX | APOHX / TRBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 3.851 | 3.709 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 8.46B | 19% |
| Annual Yield % from dividends | 2.83 | 3.93 | 72% |
| Returns for 1 year | 6.02 | 5.67 | 106% |
| Returns for 3 years | 2.57 | -0.74 | -350% |
| Returns for 5 years | 16.31 | 10.16 | 160% |
| Returns for 10 years | N/A | 10.85 | - |
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