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APGRX vs FSWFX
APGRX vs FSWFX Comparison
Open Charts APGRX vs FSWFX
Yorktown Growth Institutional
Price$21.20
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets91.98M
American Funds SMALLCAP World 529-F-2
Price$73.47
Change+$0.28 (+0.38%)
VolumeN/A
Net Assets79.39B
APGRX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.4B vs. APGRX (92M). FSWFX pays higher dividends than APGRX: FSWFX (0.85) vs APGRX (0.35). APGRX was incepted earlier than FSWFX: APGRX (12 years) vs FSWFX (5 years). APGRX (1.31) is less costly to investors than FSWFX (0.76). APGRX is a more actively managed with annual turnover of: 52.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than APGRX: FSWFX (250) vs APGRX (1000000). APGRX annual gain was more profitable for investors over the last year : 18.20 vs. FSWFX (15.32).
| APGRX | FSWFX | APGRX / FSWFX | |
| Total Expense Ratio | 1.26 | 0.76 | 166% |
| Annual Report Gross Expense Ratio | 1.31 | 0.76 | 172% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 8.130 | 8.702 | 93% |
| Front Load | N/A | N/A | - |
| 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 | 0.85 | 41% |
| Returns for 1 year | 18.20 | 15.32 | 119% |
| Returns for 3 years | 32.42 | 24.16 | 134% |
| Returns for 5 years | 16.40 | N/A | - |
| Returns for 10 years | 31.84 | N/A | - |
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