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APGRX vs RSLBX
APGRX vs RSLBX Comparison
Open Charts APGRX vs RSLBX
Yorktown Growth Institutional
Price$17.41
Change-$1.11 (-5.99%)
VolumeN/A
Net Assets84.66M
American Funds SMALLCAP World R2
Price$51.57
Change-$2.46 (-4.55%)
VolumeN/A
Net Assets69.74B
APGRX vs RSLBX Comparison Chart
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APGRX vs. RSLBX 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 RSLBX is a Buy.
FUNDAMENTALS
Fundamentals
RSLBX has more cash in the bank: 69.7B vs. APGRX (84.7M). APGRX pays higher dividends than RSLBX: APGRX (0.41) vs RSLBX (0.02). APGRX was incepted earlier than RSLBX: APGRX (12 years) vs RSLBX (23 years). RSLBX (1.75) is less costly to investors than APGRX (1.39). APGRX is a more actively managed with annual turnover of: 40.00 vs. RSLBX (32.00). RSLBX has a lower initial minimum investment than APGRX: RSLBX (250) vs APGRX (1000000). RSLBX annual gain was more profitable for investors over the last year : -5.77 vs. APGRX (-6.26). RSLBX return over 5 years is better than : 42.96 vs. APGRX (39.33).
| APGRX | RSLBX | APGRX / RSLBX | |
| Total Expense Ratio | 1.01 | 1.75 | 58% |
| Annual Report Gross Expense Ratio | 1.39 | 1.75 | 79% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -7.317 | -5.244 | 140% |
| 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 | 0.02 | 2,000% |
| Returns for 1 year | -6.26 | -5.77 | 108% |
| Returns for 3 years | 3.78 | -8.08 | -47% |
| Returns for 5 years | 39.33 | 42.96 | 92% |
| Returns for 10 years | 13.36 | 19.93 | 67% |