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APFDX vs SMCFX
APFDX vs SMCFX Comparison
Open Charts APFDX vs SMCFX
Artisan Global Discovery Investor
Price$21.79
Change-$0.28 (-1.27%)
VolumeN/A
Net Assets236.69M
American Funds SMALLCAP World F2
Price$71.79
Change-$1.14 (-1.56%)
VolumeN/A
Net Assets76.67B
APFDX vs SMCFX Comparison Chart
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APFDX vs. SMCFX 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 SMCFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 76.7B vs. APFDX (237M). SMCFX pays higher dividends than APFDX: SMCFX (0.84) vs APFDX (0.00). APFDX was incepted earlier than SMCFX: APFDX (8 years) vs SMCFX (17 years). APFDX (1.45) is less costly to investors than SMCFX (0.76). APFDX is a more actively managed with annual turnover of: 50.02 vs. SMCFX (32.00). SMCFX has a lower initial minimum investment than APFDX: SMCFX (250) vs APFDX (1000). APFDX annual gain was more profitable for investors over the last year : 13.14 vs. SMCFX (5.04). APFDX return over 5 years is better than : 36.87 vs. SMCFX (23.76).
| APFDX | SMCFX | APFDX / SMCFX | |
| Total Expense Ratio | 1.41 | 0.76 | 186% |
| Annual Report Gross Expense Ratio | 1.45 | 0.76 | 191% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 3.861 | 3.503 | 110% |
| 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 | 0.84 | - |
| Returns for 1 year | 13.14 | 5.04 | 261% |
| Returns for 3 years | 46.05 | 30.88 | 149% |
| Returns for 5 years | 36.87 | 23.76 | 155% |
| Returns for 10 years | N/A | 42.56 | - |
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