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APHDX vs CSPFX
APHDX vs CSPFX Comparison
Open Charts APHDX vs CSPFX
Artisan Global Discovery Institutional
Price$23.02
Change-$0.27 (-1.16%)
VolumeN/A
Net Assets205.17M
American Funds SMALLCAP World 529F
Price$75.04
Change-$0.77 (-1.02%)
VolumeN/A
Net Assets81.26B
APHDX vs CSPFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 81.3B vs. APHDX (205M). CSPFX pays higher dividends than APHDX: CSPFX (0.70) vs APHDX (0.00). APHDX was incepted earlier than CSPFX: APHDX (6 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 : 11.05 vs. CSPFX (6.88). APHDX return over 5 years is better than : 27.39 vs. CSPFX (16.99).
| APHDX | CSPFX | APHDX / CSPFX | |
| Total Expense Ratio | 1.10 | 1.14 | 96% |
| Annual Report Gross Expense Ratio | 1.10 | 1.14 | 96% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 8.278 | 10.405 | 80% |
| Front Load | N/A | N/A | - |
| 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 | 0.70 | - |
| Returns for 1 year | 11.05 | 6.88 | 161% |
| Returns for 3 years | 60.98 | 45.90 | 133% |
| Returns for 5 years | 27.39 | 16.99 | 161% |
| Returns for 10 years | N/A | 72.81 | - |
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