Interact to see
Advertisement
Advertisement
APHDX vs FSWFX
APHDX vs FSWFX Comparison
Open Charts APHDX vs FSWFX
Artisan Global Discovery Institutional
Price$23.02
Change-$0.27 (-1.16%)
VolumeN/A
Net Assets205.17M
American Funds SMALLCAP World 529-F-2
Price$74.69
Change-$0.77 (-1.02%)
VolumeN/A
Net Assets81.26B
APHDX vs FSWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.3B vs. APHDX (205M). FSWFX pays higher dividends than APHDX: FSWFX (0.82) vs APHDX (0.00). APHDX was incepted earlier than FSWFX: APHDX (6 years) vs FSWFX (5 years). APHDX (1.10) is less costly to investors than FSWFX (0.76). APHDX is a more actively managed with annual turnover of: 58.22 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than APHDX: FSWFX (250) vs APHDX (1000000). APHDX annual gain was more profitable for investors over the last year : 11.05 vs. FSWFX (7.03).
| APHDX | FSWFX | APHDX / FSWFX | |
| Total Expense Ratio | 1.10 | 0.76 | 145% |
| Annual Report Gross Expense Ratio | 1.10 | 0.76 | 145% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 8.278 | 10.507 | 79% |
| 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 | 0.82 | - |
| Returns for 1 year | 11.05 | 7.03 | 157% |
| Returns for 3 years | 60.98 | 46.49 | 131% |
| Returns for 5 years | 27.39 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers