APITX
Price
$11.18
Change
+$0.07 (+0.63%)
Updated
Apr 17 closing price
Net Assets
77.51M
RSEBX
Price
$59.09
Change
+$0.55 (+0.94%)
Updated
Apr 17 closing price
Net Assets
66.69B
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APITX vs RSEBX

Header iconAPITX vs RSEBX Comparison
Open Charts APITX vs RSEBXBanner chart's image
Yorktown Growth L
Price$11.18
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets77.51M
American Funds SMALLCAP World R2E
Price$59.09
Change+$0.55 (+0.94%)
VolumeN/A
Net Assets66.69B
APITX vs RSEBX Comparison Chart
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APITX vs. RSEBX commentary
Apr 19, 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 APITX is a Buy and RSEBX is a Buy.

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FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 66.7B vs. APITX (77.5M). RSEBX pays higher dividends than APITX: RSEBX (0.23) vs APITX (0.00). APITX was incepted earlier than RSEBX: APITX (40 years) vs RSEBX (11 years). APITX (2.39) is less costly to investors than RSEBX (1.45). APITX is a more actively managed with annual turnover of: 40.00 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than APITX: RSEBX (250) vs APITX (1000). RSEBX annual gain was more profitable for investors over the last year : -4.40 vs. APITX (-6.24). RSEBX return over 5 years is better than : 21.27 vs. APITX (0.45).
APITXRSEBXAPITX / RSEBX
Total Expense Ratio2.011.45139%
Annual Report Gross Expense Ratio2.391.45165%
Fund Existence40 years11 years-
Gain YTD-11.615-9.134127%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets77.5M66.7B0%
Annual Yield % from dividends0.000.23-
Returns for 1 year-6.24-4.40142%
Returns for 3 years1.65-5.51-30%
Returns for 5 years0.4521.272%
Returns for 10 years-19.7320.91-94%
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