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APGRX vs SFCWX
APGRX vs SFCWX Comparison
Open Charts APGRX vs SFCWX
Yorktown Growth Institutional
Price$22.39
Change+$0.39 (+1.77%)
VolumeN/A
Net Assets95.74M
American Funds SMALLCAP World F3
Price$78.41
Change+$0.93 (+1.20%)
VolumeN/A
Net Assets81.91B
APGRX vs SFCWX Comparison Chart in %
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APGRX vs. SFCWX commentary
Sep 19, 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 SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 81.9B vs. APGRX (95.7M). SFCWX pays higher dividends than APGRX: SFCWX (0.91) vs APGRX (0.34). APGRX was incepted earlier than SFCWX: APGRX (12 years) vs SFCWX (9 years). APGRX (1.31) is less costly to investors than SFCWX (0.65). APGRX is a more actively managed with annual turnover of: 52.00 vs. SFCWX (32.00). APGRX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. APGRX annual gain was more profitable for investors over the last year : 13.82 vs. SFCWX (11.55). APGRX return over 5 years is better than : 22.13 vs. SFCWX (20.02).
| APGRX | SFCWX | APGRX / SFCWX | |
| Total Expense Ratio | 1.26 | 0.65 | 194% |
| Annual Report Gross Expense Ratio | 1.31 | 0.65 | 202% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 11.789 | 13.889 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.7M | 81.9B | 0% |
| Annual Yield % from dividends | 0.34 | 0.91 | 37% |
| Returns for 1 year | 13.82 | 11.55 | 120% |
| Returns for 3 years | 48.30 | 39.53 | 122% |
| Returns for 5 years | 22.13 | 20.02 | 111% |
| Returns for 10 years | 46.62 | N/A | - |
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