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APFDX vs SMCWX
APFDX vs SMCWX Comparison
Open Charts APFDX vs SMCWX
Artisan Global Discovery Investor
Price$23.12
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets206.85M
American Funds SMALLCAP World A
Price$74.65
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets80.92B
APFDX vs SMCWX Comparison Chart in %
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APFDX vs. SMCWX commentary
Oct 19, 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 Hold and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 80.9B vs. APFDX (207M). SMCWX pays higher dividends than APFDX: SMCWX (0.57) vs APFDX (0.00). APFDX was incepted earlier than SMCWX: APFDX (8 years) vs SMCWX (35 years). APFDX (1.45) is less costly to investors than SMCWX (1.04). APFDX is a more actively managed with annual turnover of: 58.22 vs. SMCWX (32.00). SMCWX has a lower initial minimum investment than APFDX: SMCWX (250) vs APFDX (1000). APFDX annual gain was more profitable for investors over the last year : 12.12 vs. SMCWX (6.40). APFDX return over 5 years is better than : 19.98 vs. SMCWX (8.37).
| APFDX | SMCWX | APFDX / SMCWX | |
| Total Expense Ratio | 1.41 | 1.04 | 136% |
| Annual Report Gross Expense Ratio | 1.45 | 1.04 | 139% |
| Fund Existence | 8 years | 35 years | - |
| Gain YTD | 10.200 | 10.811 | 94% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 80.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | 12.12 | 6.40 | 189% |
| Returns for 3 years | 60.00 | 40.93 | 147% |
| Returns for 5 years | 19.98 | 8.37 | 239% |
| Returns for 10 years | N/A | 62.33 | - |
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