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APFDX vs CSPAX
APFDX vs CSPAX Comparison
Open Charts APFDX vs CSPAX
Artisan Global Discovery Investor
Price$23.14
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets206.85M
American Funds SMALLCAP World 529A
Price$73.55
Change-$0.42 (-0.57%)
VolumeN/A
Net Assets81.56B
APFDX vs CSPAX Comparison Chart in %
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APFDX vs. CSPAX commentary
Oct 17, 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 APFDX is a Hold and CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.6B vs. APFDX (207M). CSPAX pays higher dividends than APFDX: CSPAX (0.56) vs APFDX (0.00). APFDX was incepted earlier than CSPAX: APFDX (8 years) vs CSPAX (24 years). APFDX (1.45) is less costly to investors than CSPAX (1.06). APFDX is a more actively managed with annual turnover of: 58.22 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than APFDX: CSPAX (250) vs APFDX (1000). APFDX annual gain was more profitable for investors over the last year : 12.49 vs. CSPAX (6.22). APFDX return over 5 years is better than : 20.08 vs. CSPAX (8.27).
| APFDX | CSPAX | APFDX / CSPAX | |
| Total Expense Ratio | 1.41 | 1.06 | 133% |
| Annual Report Gross Expense Ratio | 1.45 | 1.06 | 137% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 10.296 | 11.024 | 93% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 81.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | 12.49 | 6.22 | 201% |
| Returns for 3 years | 61.71 | 42.98 | 144% |
| Returns for 5 years | 20.08 | 8.27 | 243% |
| Returns for 10 years | N/A | 61.38 | - |
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