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APGRX vs CSPAX
APGRX vs CSPAX Comparison
Open Charts APGRX vs CSPAX
Yorktown Growth Institutional
Price$22.02
Change-$0.11 (-0.50%)
VolumeN/A
Net Assets95.04M
American Funds SMALLCAP World 529A
Price$73.40
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets80.92B
APGRX vs CSPAX Comparison Chart in %
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APGRX vs. CSPAX commentary
Oct 19, 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 APGRX is a Hold and CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.9B vs. APGRX (95M). CSPAX pays higher dividends than APGRX: CSPAX (0.56) vs APGRX (0.33). APGRX was incepted earlier than CSPAX: APGRX (12 years) vs CSPAX (24 years). APGRX (1.31) is less costly to investors than CSPAX (1.06). APGRX is a more actively managed with annual turnover of: 52.00 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than APGRX: CSPAX (250) vs APGRX (1000000). APGRX annual gain was more profitable for investors over the last year : 8.34 vs. CSPAX (6.37). APGRX return over 5 years is better than : 14.10 vs. CSPAX (8.04).
| APGRX | CSPAX | APGRX / CSPAX | |
| Total Expense Ratio | 1.26 | 1.06 | 119% |
| Annual Report Gross Expense Ratio | 1.31 | 1.06 | 124% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 11.890 | 10.797 | 110% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95M | 80.9B | 0% |
| Annual Yield % from dividends | 0.33 | 0.56 | 60% |
| Returns for 1 year | 8.34 | 6.37 | 131% |
| Returns for 3 years | 55.75 | 40.82 | 137% |
| Returns for 5 years | 14.10 | 8.04 | 175% |
| Returns for 10 years | 45.50 | 61.47 | 74% |
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