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APHDX vs FSWFX
APHDX vs FSWFX Comparison
Open Charts APHDX vs FSWFX
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).
| 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 | 6.256 | 9.708 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 79.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.85 | - |
| Returns for 1 year | 15.73 | 10.12 | 155% |
| Returns for 3 years | 44.07 | 33.81 | 130% |
| Returns for 5 years | 30.43 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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