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APGRX vs RSEBX
APGRX vs RSEBX Comparison
Open Charts APGRX vs RSEBX
Yorktown Growth Institutional
Price$21.99
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets93.4M
American Funds SMALLCAP World R2E
Price$72.21
Change+$0.19 (+0.26%)
VolumeN/A
Net Assets80.76B
APGRX vs RSEBX Comparison Chart in %
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APGRX vs. RSEBX commentary
Aug 29, 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 Buy and RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 80.8B vs. APGRX (93.4M). APGRX pays higher dividends than RSEBX: APGRX (0.35) vs RSEBX (0.23). APGRX was incepted earlier than RSEBX: APGRX (12 years) vs RSEBX (11 years). RSEBX (1.45) is less costly to investors than APGRX (1.31). APGRX is a more actively managed with annual turnover of: 52.00 vs. RSEBX (32.00). 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 : 12.69 vs. RSEBX (9.22). APGRX return over 5 years is better than : 16.77 vs. RSEBX (11.22).
| APGRX | RSEBX | APGRX / RSEBX | |
| Total Expense Ratio | 1.26 | 1.45 | 87% |
| Annual Report Gross Expense Ratio | 1.31 | 1.45 | 90% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 11.077 | 11.081 | 100% |
| 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 | 0.23 | 148% |
| Returns for 1 year | 12.69 | 9.22 | 138% |
| Returns for 3 years | 42.84 | 30.15 | 142% |
| Returns for 5 years | 16.77 | 11.22 | 149% |
| Returns for 10 years | 45.69 | 53.78 | 85% |