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APFDX vs SMCFX
APFDX vs SMCFX Comparison
Open Charts APFDX vs SMCFX
Artisan Global Discovery Investor
Price$20.11
Change-$3.38 (-14.39%)
VolumeN/A
Net Assets157.35M
American Funds SMALLCAP World F2
Price$79.17
Change+$1.55 (+2.00%)
VolumeN/A
Net Assets82.43B
APFDX vs SMCFX Comparison Chart in %
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APFDX vs. SMCFX commentary
Feb 05, 2026
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 Hold and SMCFX is a Hold.
FUNDAMENTALS
Fundamentals
SMCFX has more cash in the bank: 82.4B vs. APFDX (157M). SMCFX pays higher dividends than APFDX: SMCFX (0.90) vs APFDX (0.00). APFDX was incepted earlier than SMCFX: APFDX (8 years) vs SMCFX (18 years). APFDX (1.45) is less costly to investors than SMCFX (0.76). APFDX is a more actively managed with annual turnover of: 67.34 vs. SMCFX (41.00). SMCFX has a lower initial minimum investment than APFDX: SMCFX (250) vs APFDX (1000). SMCFX annual gain was more profitable for investors over the last year : 13.74 vs. APFDX (-10.14). APFDX return over 5 years is better than : -5.14 vs. SMCFX (-5.98).
| 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 | 18 years | - |
| Gain YTD | 2.341 | 4.792 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 82.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.90 | - |
| Returns for 1 year | -10.14 | 13.74 | -74% |
| Returns for 3 years | 19.14 | 25.56 | 75% |
| Returns for 5 years | -5.14 | -5.98 | 86% |
| Returns for 10 years | N/A | 110.07 | - |
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