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APGRX vs RSLDX
APGRX vs RSLDX Comparison
Open Charts APGRX vs RSLDX
Yorktown Growth Institutional
Price$18.22
Change+$0.42 (+2.36%)
VolumeN/A
Net Assets78.62M
American Funds SMALLCAP World R5E
Price$64.30
Change+$1.12 (+1.77%)
VolumeN/A
Net Assets67.94B
APGRX vs RSLDX Comparison Chart
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APGRX vs. RSLDX commentary
Apr 25, 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: 67.9B vs. APGRX (78.6M). RSLDX pays higher dividends than APGRX: RSLDX (0.89) vs APGRX (0.41). APGRX was incepted earlier than RSLDX: APGRX (12 years) vs RSLDX (9 years). APGRX (1.39) is less costly to investors than RSLDX (0.80). APGRX is a more actively managed with annual turnover of: 40.00 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 : -1.63 vs. APGRX (-4.00). RSLDX return over 5 years is better than : 29.64 vs. APGRX (19.99).
| APGRX | RSLDX | APGRX / RSLDX | |
| Total Expense Ratio | 1.01 | 0.80 | 126% |
| Annual Report Gross Expense Ratio | 1.39 | 0.80 | 174% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | -9.553 | -5.566 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.6M | 67.9B | 0% |
| Annual Yield % from dividends | 0.41 | 0.89 | 45% |
| Returns for 1 year | -4.00 | -1.63 | 246% |
| Returns for 3 years | 9.00 | 2.03 | 442% |
| Returns for 5 years | 19.99 | 29.64 | 67% |
| Returns for 10 years | 8.67 | N/A | - |
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