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APHDX vs FSWFX
APHDX vs FSWFX Comparison
Open Charts APHDX vs FSWFX
Artisan Global Discovery Institutional
Price$22.11
Change-$0.28 (-1.25%)
VolumeN/A
Net Assets236.69M
American Funds SMALLCAP World 529-F-2
Price$69.98
Change-$1.11 (-1.56%)
VolumeN/A
Net Assets76.67B
APHDX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 76.7B vs. APHDX (237M). FSWFX pays higher dividends than APHDX: FSWFX (0.87) 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: 50.02 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 : 13.15 vs. FSWFX (5.03).
| APHDX | FSWFX | APHDX / FSWFX | |
| Total Expense Ratio | 1.10 | 0.76 | 145% |
| Annual Report Gross Expense Ratio | 1.10 | 0.76 | 145% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 3.998 | 3.505 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 76.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.87 | - |
| Returns for 1 year | 13.15 | 5.03 | 261% |
| Returns for 3 years | 47.20 | 31.16 | 151% |
| Returns for 5 years | 38.88 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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