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APOIX vs VTAPX
APOIX vs VTAPX Comparison Chart
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APOIX vs. VTAPX commentary
Nov 15, 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 APOIX is a Hold and VTAPX is a Hold.
FUNDAMENTALS
Fundamentals
VTAPX has more cash in the bank: 53.9B vs. APOIX (1.61B). VTAPX (2.81) and APOIX (2.76) have matching dividends . APOIX was incepted earlier than VTAPX: APOIX (19 years) vs VTAPX (12 years). APOIX is a more actively managed with annual turnover of: 32.00 vs. VTAPX (28.00). APOIX has a lower initial minimum investment than VTAPX: APOIX (2500) vs VTAPX (3000). VTAPX (6.08) and APOIX (6.08) have marching annual gain over last year. VTAPX return over 5 years is better than : 18.08 vs. APOIX (15.82).
| APOIX | VTAPX | APOIX / VTAPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 12 years | - |
| Gain YTD | 3.837 | 4.329 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 53.9B | 3% |
| Annual Yield % from dividends | 2.76 | 2.81 | 98% |
| Returns for 1 year | 6.08 | 6.08 | 100% |
| Returns for 3 years | 2.29 | 5.58 | 41% |
| Returns for 5 years | 15.82 | 18.08 | 88% |
| Returns for 10 years | 22.68 | 25.89 | 88% |
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