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APOIX vs VTAPX
APOIX vs VTAPX Comparison Chart
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APOIX vs. VTAPX commentary
Apr 28, 2025
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 APOIX is a Hold and VTAPX is a Hold.
FUNDAMENTALS
Fundamentals
VTAPX has more cash in the bank: 57.3B vs. APOIX (1.52B). VTAPX pays higher dividends than APOIX: VTAPX (2.75) vs APOIX (2.24). APOIX was incepted earlier than VTAPX: APOIX (20 years) vs VTAPX (13 years). APOIX (0.70) is less costly to investors than VTAPX (0.06). VTAPX is a more actively managed with annual turnover of: 26.00 vs. APOIX (24.00). APOIX has a lower initial minimum investment than VTAPX: APOIX (2500) vs VTAPX (3000). APOIX (7.82) and VTAPX (7.61) have marching annual gain over last year. VTAPX (21.41) and APOIX (20.48) have equivalent 5 years return.
| APOIX | VTAPX | APOIX / VTAPX | |
| Total Expense Ratio | 0.70 | 0.06 | 1,167% |
| Annual Report Gross Expense Ratio | 0.70 | 0.06 | 1,167% |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 3.729 | 3.491 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 57.3B | 3% |
| Annual Yield % from dividends | 2.24 | 2.75 | 81% |
| Returns for 1 year | 7.82 | 7.61 | 103% |
| Returns for 3 years | 7.23 | 10.31 | 70% |
| Returns for 5 years | 20.48 | 21.41 | 96% |
| Returns for 10 years | 27.90 | 31.32 | 89% |
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