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APGRX vs RLLGX
APGRX vs RLLGX Comparison
Open Charts APGRX vs RLLGX
Yorktown Growth Institutional
Price$17.41
Change-$1.11 (-5.99%)
VolumeN/A
Net Assets84.66M
American Funds SMALLCAP World R6
Price$63.49
Change-$3.02 (-4.54%)
VolumeN/A
Net Assets69.74B
APGRX vs RLLGX Comparison Chart
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APGRX vs. RLLGX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APGRX is a StrongBuy and RLLGX is a Buy.
FUNDAMENTALS
Fundamentals
RLLGX has more cash in the bank: 69.7B vs. APGRX (84.7M). RLLGX pays higher dividends than APGRX: RLLGX (1.03) vs APGRX (0.41). APGRX was incepted earlier than RLLGX: APGRX (12 years) vs RLLGX (16 years). APGRX (1.39) is less costly to investors than RLLGX (0.65). APGRX is a more actively managed with annual turnover of: 40.00 vs. RLLGX (32.00). RLLGX has a lower initial minimum investment than APGRX: RLLGX (250) vs APGRX (1000000). RLLGX annual gain was more profitable for investors over the last year : -4.73 vs. APGRX (-6.26). RLLGX return over 5 years is better than : 53.66 vs. APGRX (39.33).
| APGRX | RLLGX | APGRX / RLLGX | |
| Total Expense Ratio | 1.01 | 0.65 | 155% |
| Annual Report Gross Expense Ratio | 1.39 | 0.65 | 214% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | -7.317 | -4.986 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.7M | 69.7B | 0% |
| Annual Yield % from dividends | 0.41 | 1.03 | 40% |
| Returns for 1 year | -6.26 | -4.73 | 132% |
| Returns for 3 years | 3.78 | -5.31 | -71% |
| Returns for 5 years | 39.33 | 53.66 | 73% |
| Returns for 10 years | 13.36 | 39.06 | 34% |
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