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APGRX vs CSPAX
APGRX vs CSPAX Comparison
Open Charts APGRX vs CSPAX
Yorktown Growth Institutional
Price$21.24
Change+$0.17 (+0.81%)
VolumeN/A
Net Assets90.78M
American Funds SMALLCAP World 529A
Price$71.63
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
APGRX vs CSPAX Comparison Chart in %
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APGRX vs. CSPAX commentary
Nov 20, 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 CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 78.9B vs. APGRX (90.8M). CSPAX pays higher dividends than APGRX: CSPAX (0.55) vs APGRX (0.33). APGRX was incepted earlier than CSPAX: APGRX (12 years) vs CSPAX (24 years). APGRX (1.31) is less costly to investors than CSPAX (1.06). APGRX is a more actively managed with annual turnover of: 52.00 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than APGRX: CSPAX (250) vs APGRX (1000000). CSPAX annual gain was more profitable for investors over the last year : 5.96 vs. APGRX (2.61). APGRX return over 5 years is better than : 4.95 vs. CSPAX (1.44).
| APGRX | CSPAX | APGRX / CSPAX | |
| Total Expense Ratio | 1.26 | 1.06 | 119% |
| Annual Report Gross Expense Ratio | 1.31 | 1.06 | 124% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 7.063 | 8.125 | 87% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.8M | 78.9B | 0% |
| Annual Yield % from dividends | 0.33 | 0.55 | 59% |
| Returns for 1 year | 2.61 | 5.96 | 44% |
| Returns for 3 years | 36.88 | 29.24 | 126% |
| Returns for 5 years | 4.95 | 1.44 | 343% |
| Returns for 10 years | 36.70 | 55.92 | 66% |
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