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APGRX vs FSWFX
APGRX vs FSWFX Comparison
Open Charts APGRX vs FSWFX
Yorktown Growth Institutional
Price$21.44
Change-$0.06 (-0.28%)
VolumeN/A
Net Assets92.69M
American Funds SMALLCAP World 529-F-2
Price$74.25
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
APGRX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.3B vs. APGRX (92.7M). FSWFX pays higher dividends than APGRX: FSWFX (0.85) vs APGRX (0.35). 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 : 11.50 vs. FSWFX (10.54).
| 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 | 8.943 | 9.856 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.7M | 80.3B | 0% |
| Annual Yield % from dividends | 0.35 | 0.85 | 41% |
| Returns for 1 year | 11.50 | 10.54 | 109% |
| Returns for 3 years | 30.18 | 22.73 | 133% |
| Returns for 5 years | 16.64 | N/A | - |
| Returns for 10 years | 34.50 | N/A | - |
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