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APHDX vs SFCWX
APHDX vs SFCWX Comparison
Open Charts APHDX vs SFCWX
Artisan Global Discovery Institutional
Price$20.66
Change-$0.17 (-0.82%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World F3
Price$71.90
Change-$0.35 (-0.48%)
VolumeN/A
CapitalizationN/A
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APHDX vs SFCWX Comparison Chart
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APHDX vs. SFCWX commentary
Sep 21, 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: 76.8B vs. APHDX (242M). 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 : 24.38 vs. SFCWX (20.16).
| 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 | 12.283 | 6.204 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 76.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | 24.38 | 20.16 | 121% |
| Returns for 3 years | -13.41 | -21.78 | 62% |
| Returns for 5 years | N/A | 27.21 | - |
| Returns for 10 years | N/A | N/A | - |