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APGRX vs CSPAX
APGRX vs CSPAX Comparison
Open Charts APGRX vs CSPAX
Yorktown Growth Institutional
Price$23.04
Change+$0.78 (+3.50%)
VolumeN/A
Net Assets98.08M
American Funds SMALLCAP World 529A
Price$75.44
Change+$1.43 (+1.93%)
VolumeN/A
Net Assets82.43B
APGRX vs CSPAX Comparison Chart in %
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APGRX vs. CSPAX commentary
Feb 05, 2026
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: 82.4B vs. APGRX (98.1M). CSPAX pays higher dividends than APGRX: CSPAX (0.67) vs APGRX (0.00). 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). APGRX is a more actively managed with annual turnover of: 52.00 vs. CSPAX (41.00). CSPAX has a lower initial minimum investment than APGRX: CSPAX (250) vs APGRX (1000000). CSPAX (13.19) and APGRX (13.05) have marching annual gain over last year. APGRX return over 5 years is better than : 12.75 vs. CSPAX (-7.69).
| 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 | 4.585 | 4.763 | 96% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.1M | 82.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 13.05 | 13.19 | 99% |
| Returns for 3 years | 36.43 | 24.19 | 151% |
| Returns for 5 years | 12.75 | -7.69 | -166% |
| Returns for 10 years | 74.00 | 103.16 | 72% |
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