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APFDX vs CSPAX
APFDX vs CSPAX Comparison
Open Charts APFDX vs CSPAX
Artisan Global Discovery Investor
Price$20.11
Change-$3.38 (-14.39%)
VolumeN/A
Net Assets157.35M
American Funds SMALLCAP World 529A
Price$75.44
Change+$1.43 (+1.93%)
VolumeN/A
Net Assets82.43B
APFDX vs CSPAX Comparison Chart in %
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APFDX vs. CSPAX commentary
Feb 04, 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 (0.67) 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). APFDX is a more actively managed with annual turnover of: 67.34 vs. CSPAX (41.00). 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 : 13.19 vs. APFDX (-10.14). APFDX return over 5 years is better than : -5.14 vs. CSPAX (-7.69).
| 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 | 2.341 | 4.763 | 49% |
| 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 | 0.67 | - |
| Returns for 1 year | -10.14 | 13.19 | -77% |
| Returns for 3 years | 19.14 | 24.19 | 79% |
| Returns for 5 years | -5.14 | -7.69 | 67% |
| Returns for 10 years | N/A | 103.16 | - |
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