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APHDX vs FSWFX
APHDX vs FSWFX Comparison
Open Charts APHDX vs FSWFX
Artisan Global Discovery Institutional
Price$20.45
Change+$0.39 (+1.94%)
VolumeN/A
Net Assets223.31M
American Funds SMALLCAP World 529-F-2
Price$63.86
Change+$1.11 (+1.77%)
VolumeN/A
Net Assets67.94B
APHDX vs FSWFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 67.9B vs. APHDX (223M). FSWFX pays higher dividends than APHDX: FSWFX (0.94) vs APHDX (0.00). APHDX was incepted earlier than FSWFX: APHDX (5 years) vs FSWFX (4 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 : 7.07 vs. FSWFX (-1.57).
| 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 | 4 years | - |
| Gain YTD | -3.810 | -5.547 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 67.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.94 | - |
| Returns for 1 year | 7.07 | -1.57 | -449% |
| Returns for 3 years | 16.39 | 2.37 | 690% |
| Returns for 5 years | 47.44 | N/A | - |
| Returns for 10 years | N/A | N/A | - |