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APFDX vs CSPFX
APFDX vs CSPFX Comparison
Open Charts APFDX vs CSPFX
Artisan Global Discovery Investor
Price$22.26
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets241.97M
American Funds SMALLCAP World 529F
Price$74.51
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
APFDX vs CSPFX Comparison Chart in %
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APFDX vs. CSPFX commentary
Jul 28, 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 APFDX is a Hold and CSPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 79.8B vs. APFDX (242M). CSPFX pays higher dividends than APFDX: CSPFX (0.72) vs APFDX (0.00). APFDX was incepted earlier than CSPFX: APFDX (8 years) vs CSPFX (23 years). APFDX (1.45) is less costly to investors than CSPFX (1.14). APFDX is a more actively managed with annual turnover of: 58.22 vs. CSPFX (32.00). CSPFX has a lower initial minimum investment than APFDX: CSPFX (250) vs APFDX (1000). APFDX annual gain was more profitable for investors over the last year : 15.40 vs. CSPFX (9.96). APFDX return over 5 years is better than : 28.60 vs. CSPFX (20.72).
| APFDX | CSPFX | APFDX / CSPFX | |
| Total Expense Ratio | 1.41 | 1.14 | 124% |
| Annual Report Gross Expense Ratio | 1.45 | 1.14 | 127% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 6.101 | 9.625 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 79.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.72 | - |
| Returns for 1 year | 15.40 | 9.96 | 155% |
| Returns for 3 years | 42.97 | 33.25 | 129% |
| Returns for 5 years | 28.60 | 20.72 | 138% |
| Returns for 10 years | N/A | 53.06 | - |
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