APFDX
Price
$23.41
Change
+$0.53 (+2.32%)
Updated
Sep 8 closing price
Net Assets
235.98M
CSPFX
Price
$76.29
Change
+$0.30 (+0.39%)
Updated
Sep 8 closing price
Net Assets
81.4B
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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$23.41
Change+$0.53 (+2.32%)
VolumeN/A
Net Assets235.98M
American Funds SMALLCAP World 529F
Price$76.29
Change+$0.30 (+0.39%)
VolumeN/A
Net Assets81.4B
APFDX vs CSPFX Comparison Chart in %
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APFDX vs. CSPFX commentary
Sep 10, 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 StrongBuy and CSPFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 81.4B vs. APFDX (236M). CSPFX pays higher dividends than APFDX: CSPFX (0.70) 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 : 22.18 vs. CSPFX (14.79). APFDX return over 5 years is better than : 30.13 vs. CSPFX (19.68).
APFDXCSPFXAPFDX / CSPFX
Total Expense Ratio1.411.14124%
Annual Report Gross Expense Ratio1.451.14127%
Fund Existence8 years23 years-
Gain YTD11.58212.24495%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets236M81.4B0%
Annual Yield % from dividends0.000.70-
Returns for 1 year22.1814.79150%
Returns for 3 years42.9232.09134%
Returns for 5 years30.1319.68153%
Returns for 10 yearsN/A65.18-
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