APITX
Price
$11.18
Change
+$0.07 (+0.63%)
Updated
Apr 17 closing price
Net Assets
77.51M
SFCWX
Price
$62.72
Change
+$0.58 (+0.93%)
Updated
Apr 17 closing price
Net Assets
66.69B
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APITX vs SFCWX

Header iconAPITX vs SFCWX Comparison
Open Charts APITX vs SFCWXBanner chart's image
Yorktown Growth L
Price$11.18
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets77.51M
American Funds SMALLCAP World F3
Price$62.72
Change+$0.58 (+0.93%)
VolumeN/A
Net Assets66.69B
APITX vs SFCWX Comparison Chart
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APITX vs. SFCWX 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 SFCWX is a Buy.

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FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 66.7B vs. APITX (77.5M). SFCWX pays higher dividends than APITX: SFCWX (1.04) vs APITX (0.00). APITX was incepted earlier than SFCWX: APITX (40 years) vs SFCWX (8 years). APITX (2.39) is less costly to investors than SFCWX (0.65). APITX is a more actively managed with annual turnover of: 40.00 vs. SFCWX (32.00). APITX has a lower initial minimum investment than SFCWX: APITX (1000) vs SFCWX (1000000). SFCWX annual gain was more profitable for investors over the last year : -3.64 vs. APITX (-6.24). SFCWX return over 5 years is better than : 26.47 vs. APITX (0.45).
APITXSFCWXAPITX / SFCWX
Total Expense Ratio2.010.65309%
Annual Report Gross Expense Ratio2.390.65368%
Fund Existence40 years8 years-
Gain YTD-11.615-8.930130%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets77.5M66.7B0%
Annual Yield % from dividends0.001.04-
Returns for 1 year-6.24-3.64172%
Returns for 3 years1.65-3.52-47%
Returns for 5 years0.4526.472%
Returns for 10 years-19.73N/A-
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