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APORX vs TRBFX
APORX vs TRBFX Comparison Chart in %
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APORX vs. TRBFX commentary
Sep 16, 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 APORX is a Hold and TRBFX is a Hold.
FUNDAMENTALS
Fundamentals
TRBFX has more cash in the bank: 9.18B vs. APORX (1.55B). TRBFX pays higher dividends than APORX: TRBFX (4.35) vs APORX (2.74). APORX was incepted earlier than TRBFX: APORX (20 years) vs TRBFX (19 years). APORX (1.11) is less costly to investors than TRBFX (0.59). APORX is a more actively managed with annual turnover of: 56.00 vs. TRBFX (40.90). APORX (2500) and TRBFX (2500) have matching initial minimum investment requirements. TRBFX (5.55) and APORX (5.40) have marching annual gain over last year. APORX return over 5 years is better than : 15.31 vs. TRBFX (13.18).
| APORX | TRBFX | APORX / TRBFX | |
| Total Expense Ratio | 1.11 | 0.50 | 222% |
| Annual Report Gross Expense Ratio | 1.11 | 0.59 | 188% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 5.667 | 5.890 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 9.18B | 17% |
| Annual Yield % from dividends | 2.74 | 4.35 | 63% |
| Returns for 1 year | 5.40 | 5.55 | 97% |
| Returns for 3 years | 10.21 | 11.59 | 88% |
| Returns for 5 years | 15.31 | 13.18 | 116% |
| Returns for 10 years | 26.25 | 19.83 | 132% |
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