Interact to see
Advertisement
Advertisement
APHDX vs FSWFX
APHDX vs FSWFX Comparison
Open Charts APHDX vs FSWFX
Artisan Global Discovery Institutional
Price$23.95
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets210.4M
American Funds SMALLCAP World 529-F-2
Price$75.84
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets81.6B
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: 81.6B vs. APHDX (210M). FSWFX pays higher dividends than APHDX: FSWFX (0.81) 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 : 10.93 vs. FSWFX (7.77). APHDX return over 5 years is better than : 22.07 vs. FSWFX (8.80).
| 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 | 12.653 | 12.209 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 81.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.81 | - |
| Returns for 1 year | 10.93 | 7.77 | 141% |
| Returns for 3 years | 51.01 | 32.01 | 159% |
| Returns for 5 years | 22.07 | 8.80 | 251% |
| 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
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EARAX | 15.98 | 0.03 | +0.19% |
| Eaton Vance All Asset Strategy A | |||
| DIVGX | 18.44 | 0.01 | +0.05% |
| Guardian Capital Dividend Growth Instl | |||
| FMCDX | 45.37 | N/A | N/A |
| Fidelity Advisor Stock Selec Mid Cp A | |||
| PRSVX | 56.43 | -0.02 | -0.04% |
| T. Rowe Price Small-Cap Value | |||
| RGCEX | 17.60 | -0.03 | -0.17% |
| Columbia Select Global Equity C | |||