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APGRX vs FSWFX
APGRX vs FSWFX Comparison
Open Charts APGRX vs FSWFX
Yorktown Growth Institutional
Price$21.99
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets93.4M
American Funds SMALLCAP World 529-F-2
Price$75.42
Change+$0.21 (+0.28%)
VolumeN/A
Net Assets80.76B
APGRX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.8B vs. APGRX (93.4M). 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 : 12.69 vs. FSWFX (9.99).
| 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 | 11.077 | 11.587 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.4M | 80.8B | 0% |
| Annual Yield % from dividends | 0.35 | 0.85 | 41% |
| Returns for 1 year | 12.69 | 9.99 | 127% |
| Returns for 3 years | 42.84 | 32.91 | 130% |
| Returns for 5 years | 16.77 | N/A | - |
| Returns for 10 years | 45.69 | N/A | - |