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APFDX vs FSWFX
APFDX vs FSWFX Comparison
Open Charts APFDX vs FSWFX
Artisan Global Discovery Investor
Price$23.41
Change+$0.53 (+2.32%)
VolumeN/A
Net Assets235.98M
American Funds SMALLCAP World 529-F-2
Price$75.93
Change+$0.85 (+1.13%)
VolumeN/A
Net Assets81.4B
APFDX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.4B vs. APFDX (236M). FSWFX pays higher dividends than APFDX: FSWFX (0.82) 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 : 22.18 vs. FSWFX (14.94).
| APFDX | FSWFX | APFDX / FSWFX | |
| Total Expense Ratio | 1.41 | 0.76 | 186% |
| Annual Report Gross Expense Ratio | 1.45 | 0.76 | 191% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 11.582 | 12.342 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 81.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | 22.18 | 14.94 | 148% |
| Returns for 3 years | 42.92 | 32.64 | 131% |
| Returns for 5 years | 30.13 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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