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APHDX vs SFCWX
APHDX vs SFCWX Comparison
Open Charts APHDX vs SFCWX
Artisan Global Discovery Institutional
Price$22.34
Change-$0.45 (-1.97%)
VolumeN/A
Net Assets263.55M
American Funds SMALLCAP World F3
Price$68.99
Change-$1.56 (-2.21%)
VolumeN/A
Net Assets74.42B
APHDX vs SFCWX Comparison Chart
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APHDX vs. SFCWX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 74.4B vs. APHDX (264M). 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 : 15.93 vs. SFCWX (1.92). APHDX return over 5 years is better than : 43.76 vs. SFCWX (14.99).
| 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 | 5.080 | 0.174 | 2,916% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 74.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | 15.93 | 1.92 | 830% |
| Returns for 3 years | 19.59 | 2.00 | 978% |
| Returns for 5 years | 43.76 | 14.99 | 292% |
| Returns for 10 years | N/A | N/A | - |
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