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APGRX vs SFCWX
APGRX vs SFCWX Comparison
Open Charts APGRX vs SFCWX
Yorktown Growth Institutional
Price$20.38
Change-$0.28 (-1.36%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$70.45
Change-$0.87 (-1.22%)
VolumeN/A
CapitalizationN/A
APGRX vs SFCWX Comparison Chart
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APGRX vs. SFCWX commentary
Nov 18, 2024
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 Sell and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 74.7B vs. APGRX (96.1M). SFCWX pays higher dividends than APGRX: SFCWX (0.95) vs APGRX (0.00). APGRX was incepted earlier than SFCWX: APGRX (11 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 : 25.57 vs. SFCWX (16.40). SFCWX return over 5 years is better than : 21.04 vs. APGRX (17.53).
| APGRX | SFCWX | APGRX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 11.917 | 4.062 | 293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.1M | 74.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | 25.57 | 16.40 | 156% |
| Returns for 3 years | -14.26 | -25.13 | 57% |
| Returns for 5 years | 17.53 | 21.04 | 83% |
| Returns for 10 years | 33.29 | N/A | - |
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