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APHDX vs CSPAX
APHDX vs CSPAX Comparison
Open Charts APHDX vs CSPAX
Artisan Global Discovery Institutional
Price$20.72
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets157.35M
American Funds SMALLCAP World 529A
Price$75.00
Change-$0.35 (-0.46%)
VolumeN/A
Net Assets82.43B
APHDX vs CSPAX Comparison Chart in %
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APHDX vs. CSPAX 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 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 (0.70) 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). 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 : 16.50 vs. APHDX (-2.40). APHDX return over 5 years is better than : -2.72 vs. CSPAX (-6.45).
| 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 | 3.445 | 4.152 | 83% |
| 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 | 0.70 | - |
| Returns for 1 year | -2.40 | 16.50 | -15% |
| Returns for 3 years | 29.42 | 29.30 | 100% |
| Returns for 5 years | -2.72 | -6.45 | 42% |
| Returns for 10 years | N/A | 98.89 | - |
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