Interact to see
Advertisement
Advertisement
APFDX vs FSWFX
APFDX vs FSWFX Comparison
Open Charts APFDX vs FSWFX
Artisan Global Discovery Investor
Price$21.98
Change+$0.15 (+0.69%)
VolumeN/A
Net Assets236.69M
American Funds SMALLCAP World 529-F-2
Price$70.52
Change+$0.59 (+0.84%)
VolumeN/A
Net Assets75.42B
APFDX vs FSWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 75.4B vs. APFDX (237M). FSWFX pays higher dividends than APFDX: FSWFX (0.87) 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 : 14.84 vs. FSWFX (5.70).
| 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 | 4.766 | 3.464 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 75.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.87 | - |
| Returns for 1 year | 14.84 | 5.70 | 260% |
| Returns for 3 years | 39.73 | 26.46 | 150% |
| Returns for 5 years | 35.60 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement