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APGRX vs FSWFX
APGRX vs FSWFX Comparison
Open Charts APGRX vs FSWFX
Yorktown Growth Institutional
Price$21.22
Change+$0.28 (+1.34%)
VolumeN/A
Net Assets92.54M
American Funds SMALLCAP World 529-F-2
Price$74.15
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
APGRX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.8B vs. APGRX (92.5M). FSWFX pays higher dividends than APGRX: FSWFX (0.85) vs APGRX (0.36). APGRX was incepted earlier than FSWFX: APGRX (12 years) vs FSWFX (5 years). APGRX (1.31) is less costly to investors than FSWFX (0.76). APGRX is a more actively managed with annual turnover of: 52.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than APGRX: FSWFX (250) vs APGRX (1000000). APGRX annual gain was more profitable for investors over the last year : 11.39 vs. FSWFX (10.12).
| APGRX | FSWFX | APGRX / FSWFX | |
| Total Expense Ratio | 1.26 | 0.76 | 166% |
| Annual Report Gross Expense Ratio | 1.31 | 0.76 | 172% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 7.825 | 9.708 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.5M | 79.8B | 0% |
| Annual Yield % from dividends | 0.36 | 0.85 | 42% |
| Returns for 1 year | 11.39 | 10.12 | 113% |
| Returns for 3 years | 40.96 | 33.81 | 121% |
| Returns for 5 years | 22.05 | N/A | - |
| Returns for 10 years | 33.03 | N/A | - |
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