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APGRX vs FSFWX
APGRX vs FSFWX Comparison
Open Charts APGRX vs FSFWX
Yorktown Growth Institutional
Price$18.22
Change+$0.42 (+2.36%)
VolumeN/A
Net Assets78.62M
American Funds SMALLCAP World 529-F-3
Price$63.94
Change+$1.11 (+1.77%)
VolumeN/A
Net Assets67.94B
APGRX vs FSFWX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 67.9B vs. APGRX (78.6M). FSFWX pays higher dividends than APGRX: FSFWX (1.02) vs APGRX (0.41). APGRX was incepted earlier than FSFWX: APGRX (12 years) vs FSFWX (4 years). APGRX (1.39) is less costly to investors than FSFWX (0.71). APGRX is a more actively managed with annual turnover of: 40.00 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 : -1.52 vs. APGRX (-4.00).
| APGRX | FSFWX | APGRX / FSFWX | |
| Total Expense Ratio | 1.01 | 0.71 | 142% |
| Annual Report Gross Expense Ratio | 1.39 | 0.71 | 196% |
| Fund Existence | 12 years | 4 years | - |
| Gain YTD | -9.553 | -5.526 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.6M | 67.9B | 0% |
| Annual Yield % from dividends | 0.41 | 1.02 | 40% |
| Returns for 1 year | -4.00 | -1.52 | 264% |
| Returns for 3 years | 9.00 | 2.48 | 363% |
| Returns for 5 years | 19.99 | N/A | - |
| Returns for 10 years | 8.67 | N/A | - |
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