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APGRX vs SFCWX
APGRX vs SFCWX Comparison
Open Charts APGRX vs SFCWX
Yorktown Growth Institutional
Price$20.78
Change+$0.21 (+1.02%)
VolumeN/A
Net Assets90.08M
American Funds SMALLCAP World F3
Price$74.78
Change+$0.78 (+1.05%)
VolumeN/A
Net Assets78.16B
APGRX vs SFCWX Comparison Chart in %
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APGRX vs. SFCWX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 78.2B vs. APGRX (90.1M). SFCWX pays higher dividends than APGRX: SFCWX (0.94) vs APGRX (0.36). APGRX was incepted earlier than SFCWX: APGRX (12 years) vs SFCWX (8 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 : 6.29 vs. APGRX (5.18). SFCWX return over 5 years is better than : 20.85 vs. APGRX (18.45).
| 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 | 8 years | - |
| Gain YTD | 4.522 | 8.616 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.1M | 78.2B | 0% |
| Annual Yield % from dividends | 0.36 | 0.94 | 38% |
| Returns for 1 year | 5.18 | 6.29 | 82% |
| Returns for 3 years | 41.90 | 35.63 | 118% |
| Returns for 5 years | 18.45 | 20.85 | 89% |
| Returns for 10 years | 26.12 | N/A | - |
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