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APHDX vs CSPAX
APHDX vs CSPAX Comparison
Open Charts APHDX vs CSPAX
Artisan Global Discovery Institutional
Price$23.02
Change-$0.27 (-1.16%)
VolumeN/A
Net Assets205.17M
American Funds SMALLCAP World 529A
Price$73.06
Change-$0.75 (-1.02%)
VolumeN/A
Net Assets81.26B
APHDX vs CSPAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 81.3B vs. APHDX (205M). CSPAX pays higher dividends than APHDX: CSPAX (0.56) vs APHDX (0.00). APHDX was incepted earlier than CSPAX: APHDX (6 years) vs CSPAX (24 years). APHDX (1.10) and CSPAX (1.06) have similar cost to investors . APHDX is a more actively managed with annual turnover of: 58.22 vs. CSPAX (32.00). CSPAX has a lower initial minimum investment than APHDX: CSPAX (250) vs APHDX (1000000). APHDX annual gain was more profitable for investors over the last year : 11.05 vs. CSPAX (6.72). APHDX return over 5 years is better than : 27.39 vs. CSPAX (15.67).
| APHDX | CSPAX | APHDX / CSPAX | |
| Total Expense Ratio | 1.10 | 1.06 | 104% |
| Annual Report Gross Expense Ratio | 1.10 | 1.06 | 104% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 8.278 | 10.284 | 80% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 81.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | 11.05 | 6.72 | 164% |
| Returns for 3 years | 60.98 | 45.17 | 135% |
| Returns for 5 years | 27.39 | 15.67 | 175% |
| Returns for 10 years | N/A | 68.58 | - |
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