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APGRX vs SFCWX
APGRX vs SFCWX Comparison
Open Charts APGRX vs SFCWX
Yorktown Growth Institutional
Price$20.54
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets96.87M
American Funds SMALLCAP World F3
Price$69.75
Change+$0.29 (+0.42%)
VolumeN/A
Net Assets74.8B
APGRX vs SFCWX Comparison Chart
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APGRX vs. SFCWX commentary
Jan 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 StrongBuy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 74.8B vs. APGRX (96.9M). SFCWX pays higher dividends than APGRX: SFCWX (0.95) vs APGRX (0.00). APGRX was incepted earlier than SFCWX: APGRX (12 years) vs SFCWX (8 years). APGRX is a more actively managed with annual turnover of: 40.00 vs. SFCWX (29.00). APGRX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. APGRX annual gain was more profitable for investors over the last year : 16.08 vs. SFCWX (8.20). APGRX return over 5 years is better than : 20.35 vs. SFCWX (16.09).
| APGRX | SFCWX | APGRX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 4.370 | 1.278 | 342% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.9M | 74.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | 16.08 | 8.20 | 196% |
| Returns for 3 years | 12.35 | -3.83 | -322% |
| Returns for 5 years | 20.35 | 16.09 | 127% |
| Returns for 10 years | 37.26 | N/A | - |