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APGRX vs CSPAX
APGRX vs CSPAX Comparison
Open Charts APGRX vs CSPAX
Yorktown Growth Institutional
Price$21.52
Change-$0.70 (-3.15%)
VolumeN/A
Net Assets95.78M
American Funds SMALLCAP World 529A
Price$72.81
Change-$1.33 (-1.79%)
VolumeN/A
Net Assets81.78B
APGRX vs CSPAX Comparison Chart in %
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APGRX vs. CSPAX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.8B vs. APGRX (95.8M). CSPAX pays higher dividends than APGRX: CSPAX (0.55) 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). CSPAX annual gain was more profitable for investors over the last year : 6.56 vs. APGRX (3.69). APGRX return over 5 years is better than : 8.76 vs. CSPAX (5.10).
| 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 | 9.350 | 9.907 | 94% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.8M | 81.8B | 0% |
| Annual Yield % from dividends | 0.33 | 0.55 | 59% |
| Returns for 1 year | 3.69 | 6.56 | 56% |
| Returns for 3 years | 38.46 | 29.85 | 129% |
| Returns for 5 years | 8.76 | 5.10 | 172% |
| Returns for 10 years | 42.48 | 60.84 | 70% |
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