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APOHX vs VIPSX
APOHX vs VIPSX Comparison
Open Charts APOHX vs VIPSX
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APOHX vs VIPSX Comparison Chart
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APOHX vs. VIPSX commentary
Sep 23, 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 VIPSX is a Hold.
FUNDAMENTALS
Fundamentals
VIPSX has more cash in the bank: 27.1B vs. APOHX (1.78B). VIPSX pays higher dividends than APOHX: VIPSX (4.03) vs APOHX (2.83). APOHX was incepted earlier than VIPSX: APOHX (7 years) vs VIPSX (24 years). VIPSX is a more actively managed with annual turnover of: 34.00 vs. APOHX (32.00). VIPSX has a lower initial minimum investment than APOHX: VIPSX (3000) vs APOHX (5000000). VIPSX annual gain was more profitable for investors over the last year : 9.22 vs. APOHX (7.89). APOHX return over 5 years is better than : 17.65 vs. VIPSX (12.64).
| APOHX | VIPSX | APOHX / VIPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 4.841 | 4.993 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 27.1B | 7% |
| Annual Yield % from dividends | 2.83 | 4.03 | 70% |
| Returns for 1 year | 7.89 | 9.22 | 86% |
| Returns for 3 years | 5.49 | -2.88 | -191% |
| Returns for 5 years | 17.65 | 12.64 | 140% |
| Returns for 10 years | N/A | 24.04 | - |
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