APGRX
Price
$21.97
Change
+$0.08 (+0.37%)
Updated
Sep 8 closing price
Net Assets
94.67M
RSLDX
Price
$76.45
Change
+$0.30 (+0.39%)
Updated
Sep 8 closing price
Net Assets
81.4B
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APGRX vs RSLDX

Header iconAPGRX vs RSLDX Comparison
Open Charts APGRX vs RSLDXBanner chart's image
Yorktown Growth Institutional
Price$21.97
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets94.67M
American Funds SMALLCAP World R5E
Price$76.45
Change+$0.30 (+0.39%)
VolumeN/A
Net Assets81.4B
APGRX vs RSLDX Comparison Chart in %
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APGRX vs. RSLDX commentary
Sep 09, 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 RSLDX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 81.4B vs. APGRX (94.7M). RSLDX pays higher dividends than APGRX: RSLDX (0.79) vs APGRX (0.34). APGRX was incepted earlier than RSLDX: APGRX (12 years) vs RSLDX (10 years). APGRX (1.31) is less costly to investors than RSLDX (0.80). APGRX is a more actively managed with annual turnover of: 52.00 vs. RSLDX (32.00). RSLDX has a lower initial minimum investment than APGRX: RSLDX (250) vs APGRX (1000000). APGRX annual gain was more profitable for investors over the last year : 19.39 vs. RSLDX (14.91). APGRX return over 5 years is better than : 21.49 vs. RSLDX (19.91).
APGRXRSLDXAPGRX / RSLDX
Total Expense Ratio1.260.80158%
Annual Report Gross Expense Ratio1.310.80164%
Fund Existence12 years10 years-
Gain YTD11.63612.31494%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets94.7M81.4B0%
Annual Yield % from dividends0.340.7943%
Returns for 1 year19.3914.91130%
Returns for 3 years41.5432.23129%
Returns for 5 years21.4919.91108%
Returns for 10 years46.23N/A-
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