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APGRX vs FSWFX
APGRX vs FSWFX Comparison
Open Charts APGRX vs FSWFX
Yorktown Growth Institutional
Price$22.15
Change+$0.23 (+1.05%)
VolumeN/A
Net Assets96M
American Funds SMALLCAP World 529-F-2
Price$76.88
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets82.31B
APGRX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 82.3B vs. APGRX (96M). FSWFX pays higher dividends than APGRX: FSWFX (0.80) vs APGRX (0.33). APGRX was incepted earlier than FSWFX: APGRX (13 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 : 6.88 vs. APGRX (3.74). APGRX return over 5 years is better than : 8.24 vs. FSWFX (3.85).
| APGRX | FSWFX | APGRX / FSWFX | |
| Total Expense Ratio | 1.26 | 0.76 | 166% |
| Annual Report Gross Expense Ratio | 1.31 | 0.76 | 172% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 12.551 | 13.259 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96M | 82.3B | 0% |
| Annual Yield % from dividends | 0.33 | 0.80 | 42% |
| Returns for 1 year | 3.74 | 6.88 | 54% |
| Returns for 3 years | 39.21 | 31.43 | 125% |
| Returns for 5 years | 8.24 | 3.85 | 214% |
| Returns for 10 years | 47.33 | N/A | - |
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