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APFDX vs CSPAX
APFDX vs CSPAX Comparison
Open Charts APFDX vs CSPAX
Artisan Global Discovery Investor
Price$20.23
Change-$0.10 (-0.49%)
VolumeN/A
Net Assets157.35M
American Funds SMALLCAP World 529A
Price$75.03
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets82.43B
APFDX vs CSPAX Comparison Chart in %
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APFDX vs. CSPAX commentary
Jan 15, 2026
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 APFDX is a Hold and CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 82.4B vs. APFDX (157M). CSPAX pays higher dividends than APFDX: CSPAX (0.70) vs APFDX (0.00). APFDX was incepted earlier than CSPAX: APFDX (8 years) vs CSPAX (24 years). APFDX (1.45) is less costly to investors than CSPAX (1.04). CSPAX has a lower initial minimum investment than APFDX: CSPAX (250) vs APFDX (1000). CSPAX annual gain was more profitable for investors over the last year : 15.48 vs. APFDX (-4.08). APFDX return over 5 years is better than : -3.67 vs. CSPAX (-5.07).
| APFDX | CSPAX | APFDX / CSPAX | |
| Total Expense Ratio | 1.41 | 1.04 | 136% |
| Annual Report Gross Expense Ratio | 1.45 | 1.04 | 139% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 2.952 | 4.194 | 70% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 82.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.70 | - |
| Returns for 1 year | -4.08 | 15.48 | -26% |
| Returns for 3 years | 27.23 | 29.35 | 93% |
| Returns for 5 years | -3.67 | -5.07 | 72% |
| Returns for 10 years | N/A | 98.97 | - |
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