APHDX
Price
$22.85
Change
+$0.10 (+0.44%)
Updated
Aug 15 closing price
Net Assets
235.98M
CSPAX
Price
$72.64
Change
-$0.18 (-0.25%)
Updated
Aug 15 closing price
Net Assets
80.31B
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APHDX vs CSPAX

Header iconAPHDX vs CSPAX Comparison
Open Charts APHDX vs CSPAXBanner chart's image
Artisan Global Discovery Institutional
Price$22.85
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets235.98M
American Funds SMALLCAP World 529A
Price$72.64
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets80.31B
APHDX vs CSPAX Comparison Chart in %
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APHDX vs. CSPAX commentary
Aug 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 APHDX is a StrongBuy and CSPAX is a Hold.

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FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.3B vs. APHDX (236M). CSPAX pays higher dividends than APHDX: CSPAX (0.58) vs APHDX (0.00). APHDX was incepted earlier than CSPAX: APHDX (6 years) vs CSPAX (24 years). APHDX (1.10) and CSPAX (1.06) have similar cost to investors . APHDX is a more actively managed with annual turnover of: 58.22 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than APHDX: CSPAX (250) vs APHDX (1000000). APHDX annual gain was more profitable for investors over the last year : 14.94 vs. CSPAX (10.22). APHDX return over 5 years is better than : 27.30 vs. CSPAX (14.95).
APHDXCSPAXAPHDX / CSPAX
Total Expense Ratio1.101.06104%
Annual Report Gross Expense Ratio1.101.06104%
Fund Existence6 years24 years-
Gain YTD7.4799.65078%
Front LoadN/A4%-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets236M80.3B0%
Annual Yield % from dividends0.000.58-
Returns for 1 year14.9410.22146%
Returns for 3 years30.1321.60139%
Returns for 5 years27.3014.95183%
Returns for 10 yearsN/A50.82-
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