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APFDX vs FSWFX
APFDX vs FSWFX Comparison
Open Charts APFDX vs FSWFX
Artisan Global Discovery Investor
Price$23.02
Change-$0.55 (-2.33%)
VolumeN/A
Net Assets210.4M
American Funds SMALLCAP World 529-F-2
Price$74.47
Change-$1.37 (-1.81%)
VolumeN/A
Net Assets81.78B
APFDX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.8B vs. APFDX (210M). FSWFX pays higher dividends than APFDX: FSWFX (0.81) 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 : 7.82 vs. FSWFX (6.86). APFDX return over 5 years is better than : 17.45 vs. FSWFX (6.83).
| 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 | 9.724 | 10.182 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 81.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.81 | - |
| Returns for 1 year | 7.82 | 6.86 | 114% |
| Returns for 3 years | 48.42 | 31.03 | 156% |
| Returns for 5 years | 17.45 | 6.83 | 255% |
| Returns for 10 years | N/A | N/A | - |
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