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APORX vs TRBFX
APORX vs TRBFX Comparison Chart
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APORX vs. TRBFX commentary
Nov 16, 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 APORX is a Hold and TRBFX is a Hold.
FUNDAMENTALS
Fundamentals
TRBFX has more cash in the bank: 8.46B vs. APORX (1.61B). TRBFX pays higher dividends than APORX: TRBFX (3.93) vs APORX (2.23). APORX was incepted earlier than TRBFX: APORX (19 years) vs TRBFX (18 years). TRBFX is a more actively managed with annual turnover of: 155.90 vs. APORX (32.00). APORX (2500) and TRBFX (2500) have matching initial minimum investment requirements. TRBFX (5.67) and APORX (5.49) have marching annual gain over last year. APORX return over 5 years is better than : 12.97 vs. TRBFX (10.16).
| APORX | TRBFX | APORX / TRBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 3.353 | 3.709 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 8.46B | 19% |
| Annual Yield % from dividends | 2.23 | 3.93 | 57% |
| Returns for 1 year | 5.49 | 5.67 | 97% |
| Returns for 3 years | 0.74 | -0.74 | -101% |
| Returns for 5 years | 12.97 | 10.16 | 128% |
| Returns for 10 years | 16.79 | 10.85 | 155% |
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