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APOIX vs VTAPX
APOIX vs VTAPX Comparison Chart
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APOIX vs. VTAPX commentary
May 26, 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: 58.5B vs. APOIX (1.52B). VTAPX pays higher dividends than APOIX: VTAPX (2.73) vs APOIX (2.22). 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 (6.76) and VTAPX (6.73) have marching annual gain over last year. VTAPX return over 5 years is better than : 20.39 vs. APOIX (19.31).
| 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 | 3.435 | 3.285 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 58.5B | 3% |
| Annual Yield % from dividends | 2.22 | 2.73 | 81% |
| Returns for 1 year | 6.76 | 6.73 | 101% |
| Returns for 3 years | 7.22 | 10.17 | 71% |
| Returns for 5 years | 19.31 | 20.39 | 95% |
| Returns for 10 years | 28.05 | 31.33 | 90% |
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