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APHDX vs CSPFX
APHDX vs CSPFX Comparison
Open Charts APHDX vs CSPFX
Artisan Global Discovery Institutional
Price$22.59
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets241.97M
American Funds SMALLCAP World 529F
Price$74.51
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
APHDX vs CSPFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 79.8B vs. APHDX (242M). CSPFX pays higher dividends than APHDX: CSPFX (0.72) vs APHDX (0.00). APHDX was incepted earlier than CSPFX: APHDX (5 years) vs CSPFX (23 years). CSPFX (1.14) and APHDX (1.10) have similar cost to investors . APHDX is a more actively managed with annual turnover of: 58.22 vs. CSPFX (32.00). CSPFX has a lower initial minimum investment than APHDX: CSPFX (250) vs APHDX (1000000). APHDX annual gain was more profitable for investors over the last year : 15.73 vs. CSPFX (9.96). APHDX return over 5 years is better than : 30.43 vs. CSPFX (20.72).
| APHDX | CSPFX | APHDX / CSPFX | |
| Total Expense Ratio | 1.10 | 1.14 | 96% |
| Annual Report Gross Expense Ratio | 1.10 | 1.14 | 96% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 6.256 | 9.625 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 79.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.72 | - |
| Returns for 1 year | 15.73 | 9.96 | 158% |
| Returns for 3 years | 44.07 | 33.25 | 133% |
| Returns for 5 years | 30.43 | 20.72 | 147% |
| Returns for 10 years | N/A | 53.06 | - |
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