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APGRX vs RSEBX
APGRX vs RSEBX Comparison
Open Charts APGRX vs RSEBX
Yorktown Growth Institutional
Price$20.54
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets96.87M
American Funds SMALLCAP World R2E
Price$65.85
Change+$0.28 (+0.43%)
VolumeN/A
Net Assets74.8B
APGRX vs RSEBX Comparison Chart
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APGRX vs. RSEBX commentary
Jan 19, 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 RSEBX is a Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 74.8B vs. APGRX (96.9M). RSEBX pays higher dividends than APGRX: RSEBX (0.31) vs APGRX (0.00). APGRX was incepted earlier than RSEBX: APGRX (12 years) vs RSEBX (10 years). APGRX is a more actively managed with annual turnover of: 40.00 vs. RSEBX (29.00). RSEBX has a lower initial minimum investment than APGRX: RSEBX (250) vs APGRX (1000000). APGRX annual gain was more profitable for investors over the last year : 16.08 vs. RSEBX (7.35). APGRX return over 5 years is better than : 20.35 vs. RSEBX (11.32).
| APGRX | RSEBX | APGRX / RSEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 4.370 | 1.261 | 347% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.9M | 74.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.31 | - |
| Returns for 1 year | 16.08 | 7.35 | 219% |
| Returns for 3 years | 12.35 | -5.83 | -212% |
| Returns for 5 years | 20.35 | 11.32 | 180% |
| Returns for 10 years | 37.26 | 47.86 | 78% |
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