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APHDX vs SFCWX
APHDX vs SFCWX Comparison
Open Charts APHDX vs SFCWX
Artisan Global Discovery Institutional
Price$20.90
Change-$0.46 (-2.15%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$70.45
Change-$0.87 (-1.22%)
VolumeN/A
CapitalizationN/A
APHDX vs SFCWX Comparison Chart
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APHDX vs. SFCWX commentary
Nov 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APHDX is a StrongBuy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 74.7B vs. APHDX (238M). SFCWX pays higher dividends than APHDX: SFCWX (0.95) vs APHDX (0.00). APHDX was incepted earlier than SFCWX: APHDX (5 years) vs SFCWX (8 years). APHDX is a more actively managed with annual turnover of: 50.02 vs. SFCWX (29.00). APHDX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. APHDX annual gain was more profitable for investors over the last year : 25.90 vs. SFCWX (16.40).
| APHDX | SFCWX | APHDX / SFCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 13.587 | 4.062 | 334% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 74.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | 25.90 | 16.40 | 158% |
| Returns for 3 years | -16.53 | -25.13 | 66% |
| Returns for 5 years | N/A | 21.04 | - |
| Returns for 10 years | N/A | N/A | - |