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APGRX vs RSLDX
APGRX vs RSLDX Comparison
Open Charts APGRX vs RSLDX
Yorktown Growth Institutional
Price$20.40
Change+$0.13 (+0.64%)
VolumeN/A
Net Assets89.1M
American Funds SMALLCAP World R5E
Price$72.98
Change+$0.23 (+0.32%)
VolumeN/A
Net Assets77.9B
APGRX vs RSLDX Comparison Chart in %
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APGRX vs. RSLDX commentary
Jun 28, 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 RSLDX is a Buy.
FUNDAMENTALS
Fundamentals
RSLDX has more cash in the bank: 77.9B vs. APGRX (89.1M). RSLDX pays higher dividends than APGRX: RSLDX (0.82) vs APGRX (0.37). APGRX was incepted earlier than RSLDX: APGRX (12 years) vs RSLDX (10 years). APGRX (1.31) is less costly to investors than RSLDX (0.80). APGRX is a more actively managed with annual turnover of: 52.00 vs. RSLDX (32.00). RSLDX has a lower initial minimum investment than APGRX: RSLDX (250) vs APGRX (1000000). RSLDX annual gain was more profitable for investors over the last year : 9.58 vs. APGRX (7.93). APGRX (25.12) and RSLDX (24.95) have equivalent 5 years return.
| APGRX | RSLDX | APGRX / RSLDX | |
| Total Expense Ratio | 1.26 | 0.80 | 158% |
| Annual Report Gross Expense Ratio | 1.31 | 0.80 | 164% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 2.998 | 7.216 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.1M | 77.9B | 0% |
| Annual Yield % from dividends | 0.37 | 0.82 | 45% |
| Returns for 1 year | 7.93 | 9.58 | 83% |
| Returns for 3 years | 39.06 | 32.56 | 120% |
| Returns for 5 years | 25.12 | 24.95 | 101% |
| Returns for 10 years | 25.66 | N/A | - |
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