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APGRX vs SFCWX
APGRX vs SFCWX Comparison
Open Charts APGRX vs SFCWX
Yorktown Growth Institutional
Price$22.26
Change-$0.19 (-0.85%)
VolumeN/A
Net Assets96.89M
American Funds SMALLCAP World F3
Price$77.15
Change-$0.49 (-0.63%)
VolumeN/A
Net Assets82.15B
APGRX vs SFCWX Comparison Chart in %
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APGRX vs. SFCWX commentary
Oct 10, 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 Buy and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 82.1B vs. APGRX (96.9M). SFCWX pays higher dividends than APGRX: SFCWX (0.90) vs APGRX (0.33). 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 : 12.05 vs. SFCWX (8.47). APGRX return over 5 years is better than : 16.45 vs. SFCWX (10.83).
| 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 | 14.075 | 12.058 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.9M | 82.1B | 0% |
| Annual Yield % from dividends | 0.33 | 0.90 | 37% |
| Returns for 1 year | 12.05 | 8.47 | 142% |
| Returns for 3 years | 60.95 | 46.11 | 132% |
| Returns for 5 years | 16.45 | 10.83 | 152% |
| Returns for 10 years | 48.15 | N/A | - |
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