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APGRX vs RSEBX
APGRX vs RSEBX Comparison
Open Charts APGRX vs RSEBX
Yorktown Growth Institutional
Price$21.22
Change+$0.28 (+1.34%)
VolumeN/A
Net Assets92.54M
American Funds SMALLCAP World R2E
Price$71.04
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets79.78B
APGRX vs RSEBX Comparison Chart in %
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APGRX vs. RSEBX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 79.8B vs. APGRX (92.5M). 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) is less costly to investors than APGRX (1.31). 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 annual gain was more profitable for investors over the last year : 11.39 vs. RSEBX (9.34). APGRX return over 5 years is better than : 22.05 vs. RSEBX (16.78).
| APGRX | RSEBX | APGRX / RSEBX | |
| Total Expense Ratio | 1.26 | 1.45 | 87% |
| Annual Report Gross Expense Ratio | 1.31 | 1.45 | 90% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 7.825 | 9.281 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.5M | 79.8B | 0% |
| Annual Yield % from dividends | 0.36 | 0.23 | 154% |
| Returns for 1 year | 11.39 | 9.34 | 122% |
| Returns for 3 years | 40.96 | 31.03 | 132% |
| Returns for 5 years | 22.05 | 16.78 | 131% |
| Returns for 10 years | 33.03 | 43.37 | 76% |
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