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APHDX vs SFCWX
APHDX vs SFCWX Comparison
Open Charts APHDX vs SFCWX
Artisan Global Discovery Institutional
Price$23.23
Change+$0.14 (+0.61%)
VolumeN/A
Net Assets235.98M
American Funds SMALLCAP World F3
Price$77.09
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets80.82B
APHDX vs SFCWX Comparison Chart in %
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APHDX vs. SFCWX commentary
Sep 07, 2025
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 StrongBuy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 80.8B vs. APHDX (236M). SFCWX pays higher dividends than APHDX: SFCWX (0.91) vs APHDX (0.00). APHDX was incepted earlier than SFCWX: APHDX (6 years) vs SFCWX (9 years). APHDX (1.10) is less costly to investors than SFCWX (0.65). APHDX is a more actively managed with annual turnover of: 58.22 vs. SFCWX (32.00). APHDX (1000000) and SFCWX (1000000) have matching initial minimum investment requirements. APHDX annual gain was more profitable for investors over the last year : 18.28 vs. SFCWX (12.77). APHDX return over 5 years is better than : 29.20 vs. SFCWX (20.00).
| APHDX | SFCWX | APHDX / SFCWX | |
| Total Expense Ratio | 1.10 | 0.65 | 169% |
| Annual Report Gross Expense Ratio | 1.10 | 0.65 | 169% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 9.266 | 11.971 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 80.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.91 | - |
| Returns for 1 year | 18.28 | 12.77 | 143% |
| Returns for 3 years | 50.06 | 37.96 | 132% |
| Returns for 5 years | 29.20 | 20.00 | 146% |
| Returns for 10 years | N/A | N/A | - |
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