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APGRX vs SCWFX
APGRX vs SCWFX Comparison
Open Charts APGRX vs SCWFX
Yorktown Growth Institutional
Price$17.41
Change-$1.11 (-5.99%)
VolumeN/A
Net Assets84.66M
American Funds SMALLCAP World F1
Price$60.06
Change-$2.86 (-4.55%)
VolumeN/A
Net Assets69.74B
APGRX vs SCWFX Comparison Chart
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APGRX vs. SCWFX 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 SCWFX is a Buy.
FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 69.7B vs. APGRX (84.7M). SCWFX pays higher dividends than APGRX: SCWFX (0.59) vs APGRX (0.41). APGRX was incepted earlier than SCWFX: APGRX (12 years) vs SCWFX (24 years). APGRX (1.39) is less costly to investors than SCWFX (1.08). APGRX is a more actively managed with annual turnover of: 40.00 vs. SCWFX (32.00). SCWFX has a lower initial minimum investment than APGRX: SCWFX (250) vs APGRX (1000000). SCWFX annual gain was more profitable for investors over the last year : -5.13 vs. APGRX (-6.26). SCWFX return over 5 years is better than : 50.23 vs. APGRX (39.33).
| APGRX | SCWFX | APGRX / SCWFX | |
| Total Expense Ratio | 1.01 | 1.08 | 94% |
| Annual Report Gross Expense Ratio | 1.39 | 1.08 | 129% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -7.317 | -5.084 | 144% |
| 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 | 0.59 | 69% |
| Returns for 1 year | -6.26 | -5.13 | 122% |
| Returns for 3 years | 3.78 | -6.18 | -61% |
| Returns for 5 years | 39.33 | 50.23 | 78% |
| Returns for 10 years | 13.36 | 32.84 | 41% |
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