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APGRX vs CSPAX
APGRX vs CSPAX Comparison
Open Charts APGRX vs CSPAX
Yorktown Growth Institutional
Price$21.20
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets91.98M
American Funds SMALLCAP World 529A
Price$71.88
Change+$0.27 (+0.38%)
VolumeN/A
Net Assets79.39B
APGRX vs CSPAX Comparison Chart in %
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APGRX vs. CSPAX commentary
Aug 09, 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 Buy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 79.4B vs. APGRX (92M). CSPAX pays higher dividends than APGRX: CSPAX (0.58) vs APGRX (0.35). APGRX was incepted earlier than CSPAX: APGRX (12 years) vs CSPAX (23 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 : 18.20 vs. CSPAX (14.98). APGRX return over 5 years is better than : 16.40 vs. CSPAX (13.71).
| 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 | 23 years | - |
| Gain YTD | 8.130 | 8.503 | 96% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92M | 79.4B | 0% |
| Annual Yield % from dividends | 0.35 | 0.58 | 60% |
| Returns for 1 year | 18.20 | 14.98 | 121% |
| Returns for 3 years | 32.42 | 23.03 | 141% |
| Returns for 5 years | 16.40 | 13.71 | 120% |
| Returns for 10 years | 31.84 | 47.76 | 67% |
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