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APGRX vs SFCWX
APGRX vs SFCWX Comparison
Open Charts APGRX vs SFCWX
Yorktown Growth Institutional
Price$21.24
Change+$0.17 (+0.81%)
VolumeN/A
Net Assets90.78M
American Funds SMALLCAP World F3
Price$74.70
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets78.93B
APGRX vs SFCWX Comparison Chart in %
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APGRX vs. SFCWX commentary
Nov 20, 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: 78.9B vs. APGRX (90.8M). 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. SFCWX annual gain was more profitable for investors over the last year : 6.37 vs. APGRX (2.61). APGRX return over 5 years is better than : 4.95 vs. SFCWX (3.53).
| 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 | 7.063 | 8.500 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.8M | 78.9B | 0% |
| Annual Yield % from dividends | 0.33 | 0.90 | 37% |
| Returns for 1 year | 2.61 | 6.37 | 41% |
| Returns for 3 years | 36.88 | 30.43 | 121% |
| Returns for 5 years | 4.95 | 3.53 | 140% |
| Returns for 10 years | 36.70 | N/A | - |
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