APFDX
Price
$22.36
Change
+$0.13 (+0.58%)
Updated
Jul 3 closing price
Net Assets
236.69M
CSPFX
Price
$73.86
Change
+$0.43 (+0.59%)
Updated
Jul 3 closing price
Net Assets
79.12B
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APFDX vs CSPFX

Header iconAPFDX vs CSPFX Comparison
Open Charts APFDX vs CSPFXBanner chart's image
Artisan Global Discovery Investor
Price$22.36
Change+$0.13 (+0.58%)
VolumeN/A
Net Assets236.69M
American Funds SMALLCAP World 529F
Price$73.86
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
APFDX vs CSPFX Comparison Chart in %
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APFDX vs. CSPFX commentary
Jul 07, 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 Buy and CSPFX is a Buy.

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FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 79.1B vs. APFDX (237M). 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: 50.02 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 : 16.10 vs. CSPFX (10.53). APFDX return over 5 years is better than : 33.81 vs. CSPFX (22.68).
APFDXCSPFXAPFDX / CSPFX
Total Expense Ratio1.411.14124%
Annual Report Gross Expense Ratio1.451.14127%
Fund Existence8 years23 years-
Gain YTD6.5788.66976%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets237M79.1B0%
Annual Yield % from dividends0.000.72-
Returns for 1 year16.1010.53153%
Returns for 3 years48.2835.60136%
Returns for 5 years33.8122.68149%
Returns for 10 yearsN/A50.72-
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