Yorktown Growth Fund (APITX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with APITX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to APITX
APITX charges 2.04% annually. There are 243 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | APITX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | APITX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | APITX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | APITX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | APITX vs UCEQX |
Best Risk-Adjusted Alternatives to APITX
APITX has a PortfoliosLab risk / return rank of 34. There are 133 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | APITX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | APITX vs EPSYX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | APITX vs FMIEX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | APITX vs JGYIX | |
| LSV Global Managed Volatility Fund | 92 | — | Jun 2014 | APITX vs LVAFX |
Top Performing APITX Alternatives (YTD)
APITX is at 15.21% YTD. There are 30 mutual funds in the Global Equities category with higher YTD returns, going as high as 29.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 29.92% | — | Nov 2016 | APITX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.47% | — | Jan 1987 | APITX vs OBEGX | |
| LSV Global Value Fund | 22.92% | — | Jun 2014 | APITX vs LVAGX | |
| Ariel Global Fund | 21.83% | — | Dec 2011 | APITX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 20.51% | — | — | APITX vs YFSNX |
Lowest Volatility Alternatives to APITX
APITX has 21.10% 1-year volatility. There are 232 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | APITX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | APITX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | APITX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | APITX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.57% | — | Jan 2016 | APITX vs SGMAX |
Lowest Drawdown Alternatives to APITX
APITX has a 1-year max drawdown of -11.76%. There are 164 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | APITX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | APITX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | APITX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | APITX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | APITX vs CSUAX |
Other Mutual Funds from Yorktown Funds
The 3 most viewed Yorktown Funds mutual funds shown here include APIMX, APIUX, YOVIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Yorktown Short Term Bond Fund | Short-Term Bond | 63 | 0.33% | — | Jul 1997 | APITX vs APIMX | |
| Yorktown Multi-Sector Bond Fund | Multisector Bonds | 47 | 0.40% | — | Jul 1997 | APITX vs APIUX | |
| Yorktown Small-Cap Fund | Small Cap Growth Equities | 8 | 7.82% | — | May 2016 | APITX vs YOVIX |
Often Compared With APITX
Investors most often compare APITX with VOO, CAEIX, GCCHX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare APITX with Any Fund or Stock
Compare APITX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair APITX with funds that move differently
Yorktown Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to APITX.
Explore APITX Diversifiers