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APGRX vs RSEBX
APGRX vs RSEBX Comparison
Open Charts APGRX vs RSEBX
Yorktown Growth Institutional
Price$20.83
Change+$0.23 (+1.12%)
VolumeN/A
Net Assets91.3M
American Funds SMALLCAP World R2E
Price$70.45
Change+$0.41 (+0.59%)
VolumeN/A
Net Assets79.12B
APGRX vs RSEBX Comparison Chart in %
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APGRX vs. RSEBX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APGRX is a Buy and RSEBX is a Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 79.1B vs. APGRX (91.3M). APGRX pays higher dividends than RSEBX: APGRX (0.36) vs RSEBX (0.23). APGRX was incepted earlier than RSEBX: APGRX (12 years) vs RSEBX (11 years). RSEBX (1.45) and APGRX (1.39) have similar cost to investors . APGRX is a more actively managed with annual turnover of: 52.00 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than APGRX: RSEBX (250) vs APGRX (1000000). APGRX (10.04) and RSEBX (9.90) have marching annual gain over last year. APGRX return over 5 years is better than : 23.56 vs. RSEBX (18.70).
| APGRX | RSEBX | APGRX / RSEBX | |
| Total Expense Ratio | 1.01 | 1.45 | 70% |
| Annual Report Gross Expense Ratio | 1.39 | 1.45 | 96% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 5.843 | 8.373 | 70% |
| 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 | 0.23 | 154% |
| Returns for 1 year | 10.04 | 9.90 | 101% |
| Returns for 3 years | 43.99 | 33.34 | 132% |
| Returns for 5 years | 23.56 | 18.70 | 126% |
| Returns for 10 years | 30.42 | 41.22 | 74% |
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