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APDDX vs SMCWX
APDDX vs SMCWX Comparison
Open Charts APDDX vs SMCWX
Artisan Global Discovery Advisor
Price$23.39
Change+$0.40 (+1.74%)
VolumeN/A
Net Assets235.98M
American Funds SMALLCAP World A
Price$75.24
Change+$0.54 (+0.72%)
VolumeN/A
Net Assets81.4B
APDDX vs SMCWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 81.4B vs. APDDX (236M). SMCWX pays higher dividends than APDDX: SMCWX (0.57) vs APDDX (0.00). APDDX was incepted earlier than SMCWX: APDDX (6 years) vs SMCWX (35 years). APDDX (1.42) is less costly to investors than SMCWX (1.04). APDDX is a more actively managed with annual turnover of: 58.22 vs. SMCWX (32.00). SMCWX has a lower initial minimum investment than APDDX: SMCWX (250) vs APDDX (250000). APDDX annual gain was more profitable for investors over the last year : 20.07 vs. SMCWX (12.34). APDDX return over 5 years is better than : 30.09 vs. SMCWX (17.91).
| APDDX | SMCWX | APDDX / SMCWX | |
| Total Expense Ratio | 1.31 | 1.04 | 126% |
| Annual Report Gross Expense Ratio | 1.42 | 1.04 | 137% |
| Fund Existence | 6 years | 35 years | - |
| Gain YTD | 10.958 | 11.687 | 94% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 81.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | 20.07 | 12.34 | 163% |
| Returns for 3 years | 51.78 | 36.82 | 141% |
| Returns for 5 years | 30.09 | 17.91 | 168% |
| Returns for 10 years | N/A | 61.84 | - |
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