Ad is loading...
APOIX vs VTSPX
APOIX vs VTSPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
APOIX vs. VTSPX 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 VTSPX is a Hold.
FUNDAMENTALS
Fundamentals
VTSPX has more cash in the bank: 53.9B vs. APOIX (1.61B). VTSPX (2.84) and APOIX (2.76) have matching dividends . APOIX was incepted earlier than VTSPX: APOIX (19 years) vs VTSPX (12 years). APOIX is a more actively managed with annual turnover of: 32.00 vs. VTSPX (28.00). APOIX has a lower initial minimum investment than VTSPX: APOIX (2500) vs VTSPX (5000000). VTSPX (6.10) and APOIX (6.08) have marching annual gain over last year. VTSPX return over 5 years is better than : 18.19 vs. APOIX (15.82).
| APOIX | VTSPX | APOIX / VTSPX | |
| 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 | 4.343 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 53.9B | 3% |
| Annual Yield % from dividends | 2.76 | 2.84 | 97% |
| Returns for 1 year | 6.08 | 6.10 | 100% |
| Returns for 3 years | 2.29 | 5.65 | 40% |
| Returns for 5 years | 15.82 | 18.19 | 87% |
| Returns for 10 years | 22.68 | 26.15 | 87% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers