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APGRX vs SFCWX
APGRX vs SFCWX Comparison
Open Charts APGRX vs SFCWX
Yorktown Growth Institutional
Price$20.01
Change+$0.18 (+0.91%)
VolumeN/A
Net Assets87.44M
American Funds SMALLCAP World F3
Price$71.08
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets75.3B
APGRX vs SFCWX Comparison Chart
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APGRX vs. SFCWX commentary
Jun 07, 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: 75.3B vs. APGRX (87.4M). SFCWX pays higher dividends than APGRX: SFCWX (0.96) vs APGRX (0.37). APGRX was incepted earlier than SFCWX: APGRX (12 years) vs SFCWX (8 years). APGRX (1.39) 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 : 5.59 vs. SFCWX (4.12). SFCWX return over 5 years is better than : 19.10 vs. APGRX (15.38).
| APGRX | SFCWX | APGRX / SFCWX | |
| Total Expense Ratio | 1.01 | 0.65 | 155% |
| Annual Report Gross Expense Ratio | 1.39 | 0.65 | 214% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 0.762 | 3.165 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.4M | 75.3B | 0% |
| Annual Yield % from dividends | 0.37 | 0.96 | 39% |
| Returns for 1 year | 5.59 | 4.12 | 135% |
| Returns for 3 years | 24.55 | 17.48 | 140% |
| Returns for 5 years | 15.38 | 19.10 | 81% |
| Returns for 10 years | 22.86 | N/A | - |
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