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APGRX vs RSEBX
APGRX vs RSEBX Comparison
Open Charts APGRX vs RSEBX
Yorktown Growth Institutional
Price$20.57
Change-$0.18 (-0.87%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World R2E
Price$67.61
Change-$0.56 (-0.82%)
VolumeN/A
CapitalizationN/A
APGRX vs RSEBX Comparison Chart
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APGRX vs. RSEBX commentary
Dec 18, 2024
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 Hold and RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 77B vs. APGRX (97.3M). 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 : 14.98 vs. RSEBX (8.16). APGRX return over 5 years is better than : 24.29 vs. RSEBX (13.75).
| 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 | 12.960 | 5.707 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.3M | 77B | 0% |
| Annual Yield % from dividends | 0.00 | 0.31 | - |
| Returns for 1 year | 14.98 | 8.16 | 183% |
| Returns for 3 years | 5.60 | -9.26 | -60% |
| Returns for 5 years | 24.29 | 13.75 | 177% |
| Returns for 10 years | 34.18 | 35.95 | 95% |