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APFDX vs CSPFX
APFDX vs CSPFX Comparison
Open Charts APFDX vs CSPFX
Artisan Global Discovery Investor
Price$21.79
Change-$0.28 (-1.27%)
VolumeN/A
Net Assets236.69M
American Funds SMALLCAP World 529F
Price$70.33
Change-$1.12 (-1.57%)
VolumeN/A
Net Assets76.67B
APFDX vs CSPFX Comparison Chart
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APFDX vs. CSPFX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 76.7B vs. APFDX (237M). CSPFX pays higher dividends than APFDX: CSPFX (0.73) 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 : 13.14 vs. CSPFX (4.90). APFDX return over 5 years is better than : 36.87 vs. CSPFX (23.07).
| 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 | 3.861 | 3.442 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 76.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | 13.14 | 4.90 | 268% |
| Returns for 3 years | 46.05 | 30.63 | 150% |
| Returns for 5 years | 36.87 | 23.07 | 160% |
| Returns for 10 years | N/A | 41.44 | - |
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