Interact to see
Advertisement
Advertisement
APGRX vs FSFWX
APGRX vs FSFWX Comparison
Open Charts APGRX vs FSFWX
Yorktown Growth Institutional
Price$21.52
Change-$0.70 (-3.15%)
VolumeN/A
Net Assets95.78M
American Funds SMALLCAP World 529-F-3
Price$74.59
Change-$1.37 (-1.80%)
VolumeN/A
Net Assets81.78B
APGRX vs FSFWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 81.8B vs. APGRX (95.8M). FSFWX pays higher dividends than APGRX: FSFWX (0.88) vs APGRX (0.33). APGRX was incepted earlier than FSFWX: APGRX (12 years) vs FSFWX (5 years). APGRX (1.31) is less costly to investors than FSFWX (0.71). APGRX is a more actively managed with annual turnover of: 52.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than APGRX: FSFWX (250) vs APGRX (1000000). FSFWX annual gain was more profitable for investors over the last year : 6.93 vs. APGRX (3.69). APGRX return over 5 years is better than : 8.76 vs. FSFWX (7.14).
| APGRX | FSFWX | APGRX / FSFWX | |
| Total Expense Ratio | 1.26 | 0.71 | 177% |
| Annual Report Gross Expense Ratio | 1.31 | 0.71 | 185% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 9.350 | 10.245 | 91% |
| Front Load | N/A | N/A | - |
| 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 | 0.88 | 37% |
| Returns for 1 year | 3.69 | 6.93 | 53% |
| Returns for 3 years | 38.46 | 31.20 | 123% |
| Returns for 5 years | 8.76 | 7.14 | 123% |
| Returns for 10 years | 42.48 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement