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APHDX vs FSWFX
APHDX vs FSWFX Comparison
Open Charts APHDX vs FSWFX
Artisan Global Discovery Institutional
Price$21.65
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets226.71M
American Funds SMALLCAP World 529-F-2
Price$67.93
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets73.33B
APHDX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 73.3B vs. APHDX (227M). FSWFX pays higher dividends than APHDX: FSWFX (0.92) 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 : 9.40 vs. FSWFX (1.28).
| 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 | 1.834 | 0.473 | 388% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 73.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.92 | - |
| Returns for 1 year | 9.40 | 1.28 | 735% |
| Returns for 3 years | 36.59 | 17.82 | 205% |
| Returns for 5 years | 41.32 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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