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APGRX vs FSWFX
APGRX vs FSWFX Comparison
Open Charts APGRX vs FSWFX
Yorktown Growth Institutional
Price$21.52
Change-$0.70 (-3.15%)
VolumeN/A
Net Assets95.78M
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
APGRX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. APGRX (95.8M). FSWFX pays higher dividends than APGRX: FSWFX (0.81) vs APGRX (0.33). 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). FSWFX annual gain was more profitable for investors over the last year : 7.77 vs. APGRX (3.69). FSWFX (8.80) and APGRX (8.76) have equivalent 5 years return.
| 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 | 9.350 | 12.209 | 77% |
| 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 | 0.81 | 40% |
| Returns for 1 year | 3.69 | 7.77 | 48% |
| Returns for 3 years | 38.46 | 32.01 | 120% |
| Returns for 5 years | 8.76 | 8.80 | 100% |
| Returns for 10 years | 42.48 | N/A | - |
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