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APGRX vs CSPAX
APGRX vs CSPAX Comparison
Open Charts APGRX vs CSPAX
Yorktown Growth Institutional
Price$21.97
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets94.67M
American Funds SMALLCAP World 529A
Price$74.27
Change+$0.29 (+0.39%)
VolumeN/A
Net Assets81.4B
APGRX vs CSPAX Comparison Chart in %
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APGRX vs. CSPAX commentary
Sep 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.4B vs. APGRX (94.7M). CSPAX pays higher dividends than APGRX: CSPAX (0.56) vs APGRX (0.34). 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 : 19.39 vs. CSPAX (14.60). APGRX return over 5 years is better than : 21.49 vs. CSPAX (18.30).
| 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 | 11.636 | 12.111 | 96% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.7M | 81.4B | 0% |
| Annual Yield % from dividends | 0.34 | 0.56 | 60% |
| Returns for 1 year | 19.39 | 14.60 | 133% |
| Returns for 3 years | 41.54 | 31.41 | 132% |
| Returns for 5 years | 21.49 | 18.30 | 117% |
| Returns for 10 years | 46.23 | 61.08 | 76% |
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