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APFDX vs FSWFX
APFDX vs FSWFX Comparison
Open Charts APFDX vs FSWFX
Artisan Global Discovery Investor
Price$22.51
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets235.98M
American Funds SMALLCAP World 529-F-2
Price$74.25
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
APFDX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.3B vs. APFDX (236M). FSWFX pays higher dividends than APFDX: FSWFX (0.85) vs APFDX (0.00). APFDX was incepted earlier than FSWFX: APFDX (8 years) vs FSWFX (5 years). APFDX (1.45) is less costly to investors than FSWFX (0.76). APFDX is a more actively managed with annual turnover of: 58.22 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than APFDX: FSWFX (250) vs APFDX (1000). APFDX annual gain was more profitable for investors over the last year : 14.55 vs. FSWFX (10.54).
| APFDX | FSWFX | APFDX / FSWFX | |
| Total Expense Ratio | 1.41 | 0.76 | 186% |
| Annual Report Gross Expense Ratio | 1.45 | 0.76 | 191% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 7.293 | 9.856 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 80.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.85 | - |
| Returns for 1 year | 14.55 | 10.54 | 138% |
| Returns for 3 years | 29.07 | 22.73 | 128% |
| Returns for 5 years | 25.47 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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