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APOHX vs VTSPX
APOHX vs VTSPX Comparison
Open Charts APOHX vs VTSPX
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APOHX vs VTSPX Comparison Chart
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APOHX vs. VTSPX commentary
Sep 22, 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 VTSPX is a Hold.
FUNDAMENTALS
Fundamentals
VTSPX has more cash in the bank: 53.3B vs. APOHX (1.78B). VTSPX (2.84) and APOHX (2.83) have matching dividends . APOHX was incepted earlier than VTSPX: APOHX (7 years) vs VTSPX (12 years). APOHX is a more actively managed with annual turnover of: 32.00 vs. VTSPX (28.00). APOHX (5000000) and VTSPX (5000000) have matching initial minimum investment requirements. APOHX (7.89) and VTSPX (7.51) have marching annual gain over last year. VTSPX return over 5 years is better than : 19.13 vs. APOHX (17.65).
| APOHX | VTSPX | APOHX / VTSPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 4.841 | 4.878 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 53.3B | 3% |
| Annual Yield % from dividends | 2.83 | 2.84 | 100% |
| Returns for 1 year | 7.89 | 7.51 | 105% |
| Returns for 3 years | 5.49 | 7.78 | 71% |
| Returns for 5 years | 17.65 | 19.13 | 92% |
| Returns for 10 years | N/A | 26.64 | - |
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