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APGRX vs FSFWX
APGRX vs FSFWX Comparison
Open Charts APGRX vs FSFWX
Yorktown Growth Institutional
Price$20.01
Change+$0.18 (+0.91%)
VolumeN/A
Net Assets87.44M
American Funds SMALLCAP World 529-F-3
Price$70.31
Change+$0.46 (+0.66%)
VolumeN/A
Net Assets75.3B
APGRX vs FSFWX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 75.3B vs. APGRX (87.4M). FSFWX pays higher dividends than APGRX: FSFWX (0.94) vs APGRX (0.37). APGRX was incepted earlier than FSFWX: APGRX (12 years) vs FSFWX (5 years). APGRX (1.39) 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). APGRX annual gain was more profitable for investors over the last year : 5.59 vs. FSFWX (5.09).
| 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 | 5 years | - |
| Gain YTD | 0.762 | 3.886 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.4M | 75.3B | 0% |
| Annual Yield % from dividends | 0.37 | 0.94 | 40% |
| Returns for 1 year | 5.59 | 5.09 | 110% |
| Returns for 3 years | 24.55 | 17.97 | 137% |
| Returns for 5 years | 15.38 | N/A | - |
| Returns for 10 years | 22.86 | N/A | - |
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