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APGRX vs SFCWX
APGRX vs SFCWX Comparison
Open Charts APGRX vs SFCWX
Yorktown Growth Institutional
Price$21.97
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets94.67M
American Funds SMALLCAP World F3
Price$77.40
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets81.4B
APGRX vs SFCWX Comparison Chart in %
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APGRX vs. SFCWX 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 SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 81.4B vs. APGRX (94.7M). SFCWX pays higher dividends than APGRX: SFCWX (0.91) vs APGRX (0.34). APGRX was incepted earlier than SFCWX: APGRX (12 years) vs SFCWX (9 years). APGRX (1.31) is less costly to investors than SFCWX (0.65). APGRX is a more actively managed with annual turnover of: 52.00 vs. SFCWX (32.00). APGRX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. APGRX annual gain was more profitable for investors over the last year : 19.39 vs. SFCWX (15.07). APGRX (21.49) and SFCWX (20.76) have equivalent 5 years return.
| APGRX | SFCWX | APGRX / SFCWX | |
| Total Expense Ratio | 1.26 | 0.65 | 194% |
| Annual Report Gross Expense Ratio | 1.31 | 0.65 | 202% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 11.636 | 12.422 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.7M | 81.4B | 0% |
| Annual Yield % from dividends | 0.34 | 0.91 | 37% |
| Returns for 1 year | 19.39 | 15.07 | 129% |
| Returns for 3 years | 41.54 | 32.62 | 127% |
| Returns for 5 years | 21.49 | 20.76 | 104% |
| Returns for 10 years | 46.23 | N/A | - |
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