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
Apr 29, 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 VTSPX is a Hold.
FUNDAMENTALS
Fundamentals
VTSPX has more cash in the bank: 57.3B vs. APOIX (1.52B). VTSPX pays higher dividends than APOIX: VTSPX (2.77) vs APOIX (2.24). APOIX was incepted earlier than VTSPX: APOIX (20 years) vs VTSPX (13 years). APOIX (0.70) is less costly to investors than VTSPX (0.03). VTSPX is a more actively managed with annual turnover of: 26.00 vs. APOIX (24.00). APOIX has a lower initial minimum investment than VTSPX: APOIX (2500) vs VTSPX (5000000). APOIX (7.71) and VTSPX (7.54) have marching annual gain over last year. VTSPX return over 5 years is better than : 21.19 vs. APOIX (20.12).
| APOIX | VTSPX | APOIX / VTSPX | |
| Total Expense Ratio | 0.70 | 0.03 | 2,333% |
| Annual Report Gross Expense Ratio | 0.70 | 0.03 | 2,333% |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 3.729 | 3.454 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 57.3B | 3% |
| Annual Yield % from dividends | 2.24 | 2.77 | 81% |
| Returns for 1 year | 7.71 | 7.54 | 102% |
| Returns for 3 years | 7.33 | 10.55 | 69% |
| Returns for 5 years | 20.12 | 21.19 | 95% |
| Returns for 10 years | 28.16 | 31.78 | 89% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TWAIX | 11.34 | 0.08 | +0.71% |
| Thrivent International Equity S | |||
| CGIAX | 39.33 | 0.17 | +0.43% |
| American Funds Intl Gr and Inc529A | |||
| FSGRX | 20.09 | N/A | N/A |
| Franklin Small Cap Growth A | |||
| MGZZX | 16.81 | N/A | N/A |
| Morgan Stanley Inst Global Insgt R6 | |||
| NWXVX | 9.73 | N/A | N/A |
| Nationwide International Sm Cp Instl Svc | |||