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APGRX vs SCWFX
APGRX vs SCWFX Comparison
Open Charts APGRX vs SCWFX
Yorktown Growth Institutional
Price$19.66
Change-$0.57 (-2.82%)
VolumeN/A
Net Assets92.17M
American Funds SMALLCAP World F1
Price$66.37
Change-$1.50 (-2.21%)
VolumeN/A
Net Assets74.42B
APGRX vs SCWFX Comparison Chart
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APGRX vs. SCWFX commentary
Feb 23, 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 SCWFX is a Hold.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 74.4B vs. APGRX (92.2M). SCWFX pays higher dividends than APGRX: SCWFX (0.58) vs APGRX (0.00). APGRX was incepted earlier than SCWFX: APGRX (12 years) vs SCWFX (24 years). APGRX is a more actively managed with annual turnover of: 40.00 vs. SCWFX (29.00). SCWFX has a lower initial minimum investment than APGRX: SCWFX (250) vs APGRX (1000000). APGRX annual gain was more profitable for investors over the last year : 3.26 vs. SCWFX (1.48). APGRX return over 5 years is better than : 15.87 vs. SCWFX (12.60).
| APGRX | SCWFX | APGRX / SCWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -0.102 | 0.121 | -84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.2M | 74.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 3.26 | 1.48 | 220% |
| Returns for 3 years | 15.26 | 1.05 | 1,460% |
| Returns for 5 years | 15.87 | 12.60 | 126% |
| Returns for 10 years | 23.56 | 43.60 | 54% |
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