APGRX
Price
$21.99
Change
+$0.13 (+0.59%)
Updated
Aug 28 closing price
Net Assets
93.4M
CSPAX
Price
$73.78
Change
+$0.20 (+0.27%)
Updated
Aug 28 closing price
Net Assets
80.76B
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APGRX vs CSPAX

Header iconAPGRX vs CSPAX Comparison
Open Charts APGRX vs CSPAXBanner chart's image
Yorktown Growth Institutional
Price$21.99
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets93.4M
American Funds SMALLCAP World 529A
Price$73.78
Change+$0.20 (+0.27%)
VolumeN/A
Net Assets80.76B
APGRX vs CSPAX Comparison Chart in %
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APGRX vs. CSPAX commentary
Aug 29, 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 CSPAX is a Hold.

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FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.8B vs. APGRX (93.4M). CSPAX pays higher dividends than APGRX: CSPAX (0.58) vs APGRX (0.35). 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). APGRX annual gain was more profitable for investors over the last year : 12.69 vs. CSPAX (9.67). APGRX return over 5 years is better than : 16.77 vs. CSPAX (13.63).
APGRXCSPAXAPGRX / CSPAX
Total Expense Ratio1.261.06119%
Annual Report Gross Expense Ratio1.311.06124%
Fund Existence12 years24 years-
Gain YTD11.07711.37197%
Front LoadN/A4%-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets93.4M80.8B0%
Annual Yield % from dividends0.350.5860%
Returns for 1 year12.699.67131%
Returns for 3 years42.8431.69135%
Returns for 5 years16.7713.63123%
Returns for 10 years45.6960.1276%
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