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APFDX vs SMCWX
APFDX vs SMCWX Comparison
Open Charts APFDX vs SMCWX
Artisan Global Discovery Investor
Price$23.72
Change+$0.18 (+0.76%)
VolumeN/A
Net Assets210.4M
American Funds SMALLCAP World A
Price$76.44
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets82.31B
APFDX vs SMCWX Comparison Chart in %
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APFDX vs. SMCWX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 82.3B vs. APFDX (210M). SMCWX pays higher dividends than APFDX: SMCWX (0.56) vs APFDX (0.00). APFDX was incepted earlier than SMCWX: APFDX (8 years) vs SMCWX (36 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). SMCWX annual gain was more profitable for investors over the last year : 6.60 vs. APFDX (6.20). APFDX return over 5 years is better than : 18.47 vs. SMCWX (2.47).
| 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 | 36 years | - |
| Gain YTD | 11.916 | 12.978 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 82.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | 6.20 | 6.60 | 94% |
| Returns for 3 years | 45.93 | 30.35 | 151% |
| Returns for 5 years | 18.47 | 2.47 | 748% |
| Returns for 10 years | N/A | 63.09 | - |
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