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APGRX vs SFCWX
APGRX vs SFCWX Comparison
Open Charts APGRX vs SFCWX
Yorktown Growth Institutional
Price$22.15
Change+$0.23 (+1.05%)
VolumeN/A
Net Assets96M
American Funds SMALLCAP World F3
Price$78.39
Change+$0.55 (+0.71%)
VolumeN/A
Net Assets82.31B
APGRX vs SFCWX Comparison Chart in %
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APGRX vs. SFCWX commentary
Dec 04, 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: 82.3B vs. APGRX (96M). SFCWX pays higher dividends than APGRX: SFCWX (0.88) vs APGRX (0.33). APGRX was incepted earlier than SFCWX: APGRX (13 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. SFCWX annual gain was more profitable for investors over the last year : 7.00 vs. APGRX (3.74). APGRX return over 5 years is better than : 8.24 vs. SFCWX (4.29).
| APGRX | SFCWX | APGRX / SFCWX | |
| Total Expense Ratio | 1.26 | 0.65 | 194% |
| Annual Report Gross Expense Ratio | 1.31 | 0.65 | 202% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 12.551 | 13.366 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96M | 82.3B | 0% |
| Annual Yield % from dividends | 0.33 | 0.88 | 38% |
| Returns for 1 year | 3.74 | 7.00 | 53% |
| Returns for 3 years | 39.21 | 31.42 | 125% |
| Returns for 5 years | 8.24 | 4.29 | 192% |
| Returns for 10 years | 47.33 | N/A | - |
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