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APHDX vs CSPAX
APHDX vs CSPAX Comparison
Open Charts APHDX vs CSPAX
Artisan Global Discovery Institutional
Price$23.23
Change+$0.14 (+0.61%)
VolumeN/A
Net Assets235.98M
American Funds SMALLCAP World 529A
Price$73.98
Change+$0.53 (+0.72%)
VolumeN/A
Net Assets80.82B
APHDX vs CSPAX Comparison Chart in %
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APHDX vs. CSPAX commentary
Sep 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 80.8B vs. APHDX (236M). CSPAX pays higher dividends than APHDX: CSPAX (0.56) 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 : 18.28 vs. CSPAX (12.31). APHDX return over 5 years is better than : 29.20 vs. CSPAX (17.56).
| APHDX | CSPAX | APHDX / CSPAX | |
| Total Expense Ratio | 1.10 | 1.06 | 104% |
| Annual Report Gross Expense Ratio | 1.10 | 1.06 | 104% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 9.266 | 11.673 | 79% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 80.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | 18.28 | 12.31 | 149% |
| Returns for 3 years | 50.06 | 36.70 | 136% |
| Returns for 5 years | 29.20 | 17.56 | 166% |
| Returns for 10 years | N/A | 60.97 | - |
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