Interact to see
Advertisement
Advertisement
APHDX vs CSPAX
APHDX vs CSPAX Comparison
Open Charts APHDX vs CSPAX
Artisan Global Discovery Institutional
Price$20.50
Change-$3.36 (-14.08%)
VolumeN/A
Net Assets157.35M
American Funds SMALLCAP World 529A
Price$75.44
Change+$1.43 (+1.93%)
VolumeN/A
Net Assets82.43B
APHDX vs CSPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APHDX vs. CSPAX 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 APHDX is a Hold and CSPAX is a Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 82.4B vs. APHDX (157M). CSPAX pays higher dividends than APHDX: CSPAX (0.67) vs APHDX (0.00). APHDX was incepted earlier than CSPAX: APHDX (6 years) vs CSPAX (24 years). APHDX (1.10) is less costly to investors than CSPAX (1.04). APHDX is a more actively managed with annual turnover of: 67.34 vs. CSPAX (41.00). CSPAX has a lower initial minimum investment than APHDX: CSPAX (250) vs APHDX (1000000). CSPAX annual gain was more profitable for investors over the last year : 13.19 vs. APHDX (-9.61). APHDX return over 5 years is better than : -3.44 vs. CSPAX (-7.69).
| APHDX | CSPAX | APHDX / CSPAX | |
| Total Expense Ratio | 1.10 | 1.04 | 106% |
| Annual Report Gross Expense Ratio | 1.10 | 1.04 | 106% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 2.346 | 4.763 | 49% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 82.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | -9.61 | 13.19 | -73% |
| Returns for 3 years | 20.59 | 24.19 | 85% |
| Returns for 5 years | -3.44 | -7.69 | 45% |
| Returns for 10 years | N/A | 103.16 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TFPN | 28.29 | 0.24 | +0.86% |
| Blueprint Chesapeake Multi-Asst Trnd ETF | |||
| ISCF | 44.31 | 0.26 | +0.59% |
| iShares MSCI Intl Small-Cap Mltfct ETF | |||
| XBI | 127.65 | 0.30 | +0.24% |
| State Street® SPDR® S&P® Biotech ETF | |||
| GPRF | 50.78 | N/A | N/A |
| Goldman Sachs Acs US Pref Stk &HySecETF | |||
| QRFT | 62.82 | -0.63 | -0.99% |
| QRAFT AI-Enhanced US Large Cap ETF | |||