APFDX
Price
$22.26
Change
+$0.06 (+0.27%)
Updated
Jul 25 closing price
Net Assets
241.97M
FSWFX
Price
$74.15
Change
+$0.37 (+0.50%)
Updated
Jul 25 closing price
Net Assets
79.78B
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APFDX vs FSWFX

Header iconAPFDX vs FSWFX Comparison
Open Charts APFDX vs FSWFXBanner chart's image
Artisan Global Discovery Investor
Price$22.26
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets241.97M
American Funds SMALLCAP World 529-F-2
Price$74.15
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
APFDX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 79.8B vs. APFDX (242M). FSWFX pays higher dividends than APFDX: FSWFX (0.85) vs APFDX (0.00). APFDX was incepted earlier than FSWFX: APFDX (8 years) vs FSWFX (5 years). APFDX (1.45) is less costly to investors than FSWFX (0.76). APFDX is a more actively managed with annual turnover of: 58.22 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than APFDX: FSWFX (250) vs APFDX (1000). APFDX annual gain was more profitable for investors over the last year : 15.40 vs. FSWFX (10.12).
APFDXFSWFXAPFDX / FSWFX
Total Expense Ratio1.410.76186%
Annual Report Gross Expense Ratio1.450.76191%
Fund Existence8 years5 years-
Gain YTD6.1019.70863%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets242M79.8B0%
Annual Yield % from dividends0.000.85-
Returns for 1 year15.4010.12152%
Returns for 3 years42.9733.81127%
Returns for 5 years28.60N/A-
Returns for 10 yearsN/AN/A-
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