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APGRX vs CSPAX
APGRX vs CSPAX Comparison
Open Charts APGRX vs CSPAX
Yorktown Growth Institutional
Price$21.44
Change-$0.06 (-0.28%)
VolumeN/A
Net Assets92.69M
American Funds SMALLCAP World 529A
Price$72.64
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets80.31B
APGRX vs CSPAX Comparison Chart in %
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APGRX vs. CSPAX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.3B vs. APGRX (92.7M). CSPAX pays higher dividends than APGRX: CSPAX (0.58) vs APGRX (0.35). 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 : 11.50 vs. CSPAX (10.22). APGRX return over 5 years is better than : 16.64 vs. CSPAX (14.95).
| 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 | 8.943 | 9.650 | 93% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.7M | 80.3B | 0% |
| Annual Yield % from dividends | 0.35 | 0.58 | 60% |
| Returns for 1 year | 11.50 | 10.22 | 112% |
| Returns for 3 years | 30.18 | 21.60 | 140% |
| Returns for 5 years | 16.64 | 14.95 | 111% |
| Returns for 10 years | 34.50 | 50.82 | 68% |
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