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APGRX vs SFCWX
APGRX vs SFCWX Comparison
Open Charts APGRX vs SFCWX
Yorktown Growth Institutional
Price$20.40
Change+$0.13 (+0.64%)
VolumeN/A
Net Assets89.1M
American Funds SMALLCAP World F3
Price$73.86
Change+$0.23 (+0.31%)
VolumeN/A
Net Assets77.9B
APGRX vs SFCWX Comparison Chart in %
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APGRX vs. SFCWX commentary
Jun 28, 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: 77.9B vs. APGRX (89.1M). 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 (1.31) 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 : 9.73 vs. APGRX (7.93). SFCWX (25.82) and APGRX (25.12) have equivalent 5 years return.
| 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 | 2.998 | 7.280 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.1M | 77.9B | 0% |
| Annual Yield % from dividends | 0.37 | 0.96 | 39% |
| Returns for 1 year | 7.93 | 9.73 | 82% |
| Returns for 3 years | 39.06 | 32.94 | 119% |
| Returns for 5 years | 25.12 | 25.82 | 97% |
| Returns for 10 years | 25.66 | N/A | - |
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