Interact to see
Advertisement
Advertisement
APGRX vs FSWFX
APGRX vs FSWFX Comparison
Open Charts APGRX vs FSWFX
Yorktown Growth Institutional
Price$20.83
Change+$0.23 (+1.12%)
VolumeN/A
Net Assets91.3M
American Funds SMALLCAP World 529-F-2
Price$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
APGRX vs FSWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. APGRX (91.3M). 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 (1.39) 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 : 10.68 vs. APGRX (10.04).
| APGRX | FSWFX | APGRX / FSWFX | |
| Total Expense Ratio | 1.01 | 0.76 | 133% |
| Annual Report Gross Expense Ratio | 1.39 | 0.76 | 183% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 5.843 | 8.746 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.3M | 79.1B | 0% |
| Annual Yield % from dividends | 0.36 | 0.85 | 42% |
| Returns for 1 year | 10.04 | 10.68 | 94% |
| Returns for 3 years | 43.99 | 36.18 | 122% |
| Returns for 5 years | 23.56 | N/A | - |
| Returns for 10 years | 30.42 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| DOGE.X | 0.171986 | 0.007714 | +4.70% |
| Dogecoin cryptocurrency | |||
| METIS.X | 14.989237 | 0.317224 | +2.16% |
| Metis cryptocurrency | |||
| MAGIC.X | 0.121246 | 0.001562 | +1.30% |
| Treasure cryptocurrency | |||
| SUN.X | 0.017257 | 0.000076 | +0.44% |
| Sun [New] cryptocurrency | |||
| REP.X | 0.674875 | -0.000411 | -0.06% |
| Augur cryptocurrency | |||