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APGRX vs SFCWX
APGRX vs SFCWX Comparison
Open Charts APGRX vs SFCWX
Yorktown Growth Institutional
Price$22.02
Change-$0.11 (-0.50%)
VolumeN/A
Net Assets95.04M
American Funds SMALLCAP World F3
Price$76.52
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets81.1B
APGRX vs SFCWX Comparison Chart in %
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APGRX vs. SFCWX commentary
Oct 19, 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 Hold and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 81.1B vs. APGRX (95M). SFCWX pays higher dividends than APGRX: SFCWX (0.90) vs APGRX (0.33). 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 : 8.34 vs. SFCWX (6.80). APGRX return over 5 years is better than : 14.10 vs. SFCWX (10.29).
| 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 | 11.890 | 11.143 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95M | 81.1B | 0% |
| Annual Yield % from dividends | 0.33 | 0.90 | 37% |
| Returns for 1 year | 8.34 | 6.80 | 123% |
| Returns for 3 years | 55.75 | 42.09 | 132% |
| Returns for 5 years | 14.10 | 10.29 | 137% |
| Returns for 10 years | 45.50 | N/A | - |
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