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APHDX vs FSFWX
APHDX vs FSFWX Comparison
Open Charts APHDX vs FSFWX
Artisan Global Discovery Institutional
Price$24.10
Change+$0.18 (+0.75%)
VolumeN/A
Net Assets210.4M
American Funds SMALLCAP World 529-F-3
Price$77.01
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets82.31B
APHDX vs FSFWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSFWX has more cash in the bank: 82.3B vs. APHDX (210M). FSFWX pays higher dividends than APHDX: FSFWX (0.86) vs APHDX (0.00). APHDX was incepted earlier than FSFWX: APHDX (6 years) vs FSFWX (5 years). APHDX (1.10) is less costly to investors than FSFWX (0.71). APHDX is a more actively managed with annual turnover of: 58.22 vs. FSFWX (32.00). FSFWX has a lower initial minimum investment than APHDX: FSFWX (250) vs APHDX (1000000). FSFWX annual gain was more profitable for investors over the last year : 6.94 vs. APHDX (6.57). APHDX return over 5 years is better than : 20.20 vs. FSFWX (4.14).
| APHDX | FSFWX | APHDX / FSFWX | |
| Total Expense Ratio | 1.10 | 0.71 | 155% |
| Annual Report Gross Expense Ratio | 1.10 | 0.71 | 155% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 12.230 | 13.320 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 82.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.86 | - |
| Returns for 1 year | 6.57 | 6.94 | 95% |
| Returns for 3 years | 47.28 | 31.60 | 150% |
| Returns for 5 years | 20.20 | 4.14 | 488% |
| Returns for 10 years | N/A | N/A | - |
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