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APDDX vs FSWFX
APDDX vs FSWFX Comparison
Open Charts APDDX vs FSWFX
Artisan Global Discovery Advisor
Price$22.42
Change+$0.15 (+0.67%)
VolumeN/A
Net Assets236.69M
American Funds SMALLCAP World 529-F-2
Price$72.25
Change+$0.92 (+1.29%)
VolumeN/A
Net Assets76.91B
APDDX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76.9B vs. APDDX (237M). FSWFX pays higher dividends than APDDX: FSWFX (0.87) vs APDDX (0.00). APDDX was incepted earlier than FSWFX: APDDX (5 years) vs FSWFX (5 years). APDDX (1.42) is less costly to investors than FSWFX (0.76). APDDX is a more actively managed with annual turnover of: 58.22 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than APDDX: FSWFX (250) vs APDDX (250000). APDDX annual gain was more profitable for investors over the last year : 16.95 vs. FSWFX (9.58).
| APDDX | FSWFX | APDDX / FSWFX | |
| Total Expense Ratio | 1.31 | 0.76 | 172% |
| Annual Report Gross Expense Ratio | 1.42 | 0.76 | 187% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 6.357 | 6.897 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 76.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.87 | - |
| Returns for 1 year | 16.95 | 9.58 | 177% |
| Returns for 3 years | 42.44 | 30.54 | 139% |
| Returns for 5 years | 38.65 | N/A | - |
| Returns for 10 years | N/A | N/A | - |