APHDX
Price
$22.59
Change
+$0.05 (+0.22%)
Updated
Jul 25 closing price
Net Assets
241.97M
FSWFX
Price
$74.15
Change
+$0.37 (+0.50%)
Updated
Jul 25 closing price
Net Assets
79.78B
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APHDX vs FSWFX

Header iconAPHDX vs FSWFX Comparison
Open Charts APHDX vs FSWFXBanner chart's image
Artisan Global Discovery Institutional
Price$22.59
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets241.97M
American Funds SMALLCAP World 529-F-2
Price$74.15
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
APHDX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.8B vs. APHDX (242M). FSWFX pays higher dividends than APHDX: FSWFX (0.85) vs APHDX (0.00). APHDX was incepted earlier than FSWFX: APHDX (5 years) vs FSWFX (5 years). APHDX (1.10) is less costly to investors than FSWFX (0.76). APHDX is a more actively managed with annual turnover of: 58.22 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than APHDX: FSWFX (250) vs APHDX (1000000). APHDX annual gain was more profitable for investors over the last year : 15.73 vs. FSWFX (10.12).
APHDXFSWFXAPHDX / FSWFX
Total Expense Ratio1.100.76145%
Annual Report Gross Expense Ratio1.100.76145%
Fund Existence5 years5 years-
Gain YTD6.2569.70864%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets242M79.8B0%
Annual Yield % from dividends0.000.85-
Returns for 1 year15.7310.12155%
Returns for 3 years44.0733.81130%
Returns for 5 years30.43N/A-
Returns for 10 yearsN/AN/A-
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