APHDX
Price
$22.69
Change
+$0.14 (+0.62%)
Updated
Jul 3 closing price
Net Assets
236.69M
FSWFX
Price
$73.50
Change
+$0.43 (+0.59%)
Updated
Jul 3 closing price
Net Assets
79.12B
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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$22.69
Change+$0.14 (+0.62%)
VolumeN/A
Net Assets236.69M
American Funds SMALLCAP World 529-F-2
Price$73.50
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
APHDX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.1B vs. APHDX (237M). 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 : 16.48 vs. FSWFX (10.68).
APHDXFSWFXAPHDX / FSWFX
Total Expense Ratio1.100.76145%
Annual Report Gross Expense Ratio1.100.76145%
Fund Existence5 years5 years-
Gain YTD6.7268.74677%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets237M79.1B0%
Annual Yield % from dividends0.000.85-
Returns for 1 year16.4810.68154%
Returns for 3 years49.4736.18137%
Returns for 5 years35.79N/A-
Returns for 10 yearsN/AN/A-
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