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APGRX vs FSFWX
APGRX vs FSFWX Comparison
Open Charts APGRX vs FSFWX
Yorktown Growth Institutional
Price$20.78
Change+$0.21 (+1.02%)
VolumeN/A
Net Assets90.08M
American Funds SMALLCAP World 529-F-3
Price$73.48
Change+$0.77 (+1.06%)
VolumeN/A
Net Assets78.16B
APGRX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 78.2B vs. APGRX (90.1M). FSFWX pays higher dividends than APGRX: FSFWX (0.92) vs APGRX (0.36). APGRX was incepted earlier than FSFWX: APGRX (12 years) vs FSFWX (5 years). APGRX (1.31) is less costly to investors than FSFWX (0.71). APGRX is a more actively managed with annual turnover of: 52.00 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than APGRX: FSFWX (250) vs APGRX (1000000). FSFWX annual gain was more profitable for investors over the last year : 6.25 vs. APGRX (5.18).
| APGRX | FSFWX | APGRX / FSFWX | |
| Total Expense Ratio | 1.26 | 0.71 | 177% |
| Annual Report Gross Expense Ratio | 1.31 | 0.71 | 185% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 4.522 | 8.605 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.1M | 78.2B | 0% |
| Annual Yield % from dividends | 0.36 | 0.92 | 39% |
| Returns for 1 year | 5.18 | 6.25 | 83% |
| Returns for 3 years | 41.90 | 35.81 | 117% |
| Returns for 5 years | 18.45 | N/A | - |
| Returns for 10 years | 26.12 | N/A | - |
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