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APHDX vs FSWFX
APHDX vs FSWFX Comparison
Open Charts APHDX vs FSWFX
Artisan Global Discovery Institutional
Price$23.04
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets210.4M
American Funds SMALLCAP World 529-F-2
Price$73.27
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets78.93B
APHDX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 78.9B vs. APHDX (210M). FSWFX pays higher dividends than APHDX: FSWFX (0.81) vs APHDX (0.00). APHDX was incepted earlier than FSWFX: APHDX (6 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 : 8.78 vs. FSWFX (6.26). APHDX return over 5 years is better than : 16.07 vs. FSWFX (3.11).
| APHDX | FSWFX | APHDX / FSWFX | |
| Total Expense Ratio | 1.10 | 0.76 | 145% |
| Annual Report Gross Expense Ratio | 1.10 | 0.76 | 145% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 8.373 | 8.406 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 78.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.81 | - |
| Returns for 1 year | 8.78 | 6.26 | 140% |
| Returns for 3 years | 48.84 | 30.45 | 160% |
| Returns for 5 years | 16.07 | 3.11 | 516% |
| Returns for 10 years | N/A | N/A | - |
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