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APFDX vs SMCWX
APFDX vs SMCWX Comparison
Open Charts APFDX vs SMCWX
Artisan Global Discovery Investor
Price$20.23
Change-$0.10 (-0.49%)
VolumeN/A
Net Assets157.35M
American Funds SMALLCAP World A
Price$76.37
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets82.43B
APFDX vs SMCWX Comparison Chart in %
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APFDX vs. SMCWX commentary
Jan 15, 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 SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 82.4B vs. APFDX (157M). SMCWX pays higher dividends than APFDX: SMCWX (0.70) 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 (1.03). 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 : 15.59 vs. APFDX (-4.08). APFDX return over 5 years is better than : -3.67 vs. SMCWX (-4.74).
| APFDX | SMCWX | APFDX / SMCWX | |
| Total Expense Ratio | 1.41 | 1.03 | 137% |
| Annual Report Gross Expense Ratio | 1.45 | 1.03 | 141% |
| Fund Existence | 8 years | 36 years | - |
| Gain YTD | 2.952 | 4.202 | 70% |
| Front Load | N/A | 6% | - |
| 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 | 0.70 | - |
| Returns for 1 year | -4.08 | 15.59 | -26% |
| Returns for 3 years | 27.23 | 29.55 | 92% |
| Returns for 5 years | -3.67 | -4.74 | 77% |
| Returns for 10 years | N/A | 100.04 | - |
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