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APHDX vs SFCWX
APHDX vs SFCWX Comparison
Open Charts APHDX vs SFCWX
Artisan Global Discovery Institutional
Price$22.69
Change+$0.14 (+0.62%)
VolumeN/A
Net Assets236.69M
American Funds SMALLCAP World F3
Price$74.91
Change+$0.44 (+0.59%)
VolumeN/A
Net Assets79.12B
APHDX vs SFCWX Comparison Chart in %
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APHDX vs. SFCWX commentary
Jul 05, 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: 79.1B vs. APHDX (237M). SFCWX pays higher dividends than APHDX: SFCWX (0.94) 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: 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 : 16.48 vs. SFCWX (10.80). APHDX return over 5 years is better than : 35.79 vs. SFCWX (23.80).
| 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 | 6.726 | 8.805 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 79.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.94 | - |
| Returns for 1 year | 16.48 | 10.80 | 153% |
| Returns for 3 years | 49.47 | 36.16 | 137% |
| Returns for 5 years | 35.79 | 23.80 | 150% |
| Returns for 10 years | N/A | N/A | - |
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