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APGRX vs RSEBX
APGRX vs RSEBX Comparison
Open Charts APGRX vs RSEBX
Yorktown Growth Institutional
Price$21.20
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets91.98M
American Funds SMALLCAP World R2E
Price$70.37
Change+$0.26 (+0.37%)
VolumeN/A
Net Assets79.39B
APGRX vs RSEBX Comparison Chart in %
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APGRX vs. RSEBX commentary
Aug 09, 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 Hold and RSEBX is a Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 79.4B vs. APGRX (92M). 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 : 18.20 vs. RSEBX (14.52). APGRX return over 5 years is better than : 16.40 vs. RSEBX (11.28).
| 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 | 8.130 | 8.250 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92M | 79.4B | 0% |
| Annual Yield % from dividends | 0.35 | 0.23 | 148% |
| Returns for 1 year | 18.20 | 14.52 | 125% |
| Returns for 3 years | 32.42 | 21.58 | 150% |
| Returns for 5 years | 16.40 | 11.28 | 145% |
| Returns for 10 years | 31.84 | 41.90 | 76% |
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