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APGRX vs SFCWX
APGRX vs SFCWX Comparison
Open Charts APGRX vs SFCWX
Yorktown Growth Institutional
Price$21.22
Change+$0.28 (+1.34%)
VolumeN/A
Net Assets92.54M
American Funds SMALLCAP World F3
Price$75.58
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets79.78B
APGRX vs SFCWX Comparison Chart in %
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APGRX vs. SFCWX 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 SFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 79.8B vs. APGRX (92.5M). SFCWX pays higher dividends than APGRX: SFCWX (0.94) vs APGRX (0.36). 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 : 11.39 vs. SFCWX (10.24). APGRX (22.05) and SFCWX (21.81) 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 | 7.825 | 9.778 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.5M | 79.8B | 0% |
| Annual Yield % from dividends | 0.36 | 0.94 | 38% |
| Returns for 1 year | 11.39 | 10.24 | 111% |
| Returns for 3 years | 40.96 | 33.82 | 121% |
| Returns for 5 years | 22.05 | 21.81 | 101% |
| Returns for 10 years | 33.03 | N/A | - |
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