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APHDX vs SFCWX
APHDX vs SFCWX Comparison
Open Charts APHDX vs SFCWX
Artisan Global Discovery Institutional
Price$19.73
Change-$1.00 (-4.82%)
VolumeN/A
Net Assets254.03M
American Funds SMALLCAP World F3
Price$62.46
Change-$2.98 (-4.55%)
VolumeN/A
Net Assets69.74B
APHDX vs SFCWX Comparison Chart
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APHDX vs. SFCWX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 69.7B vs. APHDX (254M). SFCWX pays higher dividends than APHDX: SFCWX (1.04) vs APHDX (0.00). APHDX was incepted earlier than SFCWX: APHDX (5 years) vs SFCWX (8 years). APHDX (1.10) is less costly to investors than SFCWX (0.65). APHDX is a more actively managed with annual turnover of: 50.02 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 : 5.28 vs. SFCWX (-4.72). APHDX return over 5 years is better than : 72.61 vs. SFCWX (53.43).
| APHDX | SFCWX | APHDX / SFCWX | |
| Total Expense Ratio | 1.10 | 0.65 | 169% |
| Annual Report Gross Expense Ratio | 1.10 | 0.65 | 169% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | -2.493 | -4.980 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254M | 69.7B | 0% |
| Annual Yield % from dividends | 0.00 | 1.04 | - |
| Returns for 1 year | 5.28 | -4.72 | -112% |
| Returns for 3 years | 7.74 | -5.29 | -146% |
| Returns for 5 years | 72.61 | 53.43 | 136% |
| Returns for 10 years | N/A | N/A | - |
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