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APGRX vs CSPAX
APGRX vs CSPAX Comparison
Open Charts APGRX vs CSPAX
Yorktown Growth Institutional
Price$22.50
Change-$0.07 (-0.31%)
VolumeN/A
Net Assets96.55M
American Funds SMALLCAP World 529A
Price$73.08
Change+$0.10 (+0.14%)
VolumeN/A
Net Assets82.31B
APGRX vs CSPAX Comparison Chart in %
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APGRX vs. CSPAX commentary
Dec 27, 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 Buy and CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 82.3B vs. APGRX (96.6M). CSPAX pays higher dividends than APGRX: CSPAX (0.55) vs APGRX (0.33). APGRX was incepted earlier than CSPAX: APGRX (13 years) vs CSPAX (24 years). APGRX (1.31) is less costly to investors than CSPAX (1.04). 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 : 12.47 vs. CSPAX (9.03). APGRX return over 5 years is better than : 15.57 vs. CSPAX (-5.80).
| APGRX | CSPAX | APGRX / CSPAX | |
| Total Expense Ratio | 1.26 | 1.04 | 121% |
| Annual Report Gross Expense Ratio | 1.31 | 1.04 | 126% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 14.329 | 10.314 | 139% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.6M | 82.3B | 0% |
| Annual Yield % from dividends | 0.33 | 0.55 | 61% |
| Returns for 1 year | 12.47 | 9.03 | 138% |
| Returns for 3 years | 49.56 | 34.42 | 144% |
| Returns for 5 years | 15.57 | -5.80 | -268% |
| Returns for 10 years | 53.00 | 70.99 | 75% |
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