Interact to see
Advertisement
Advertisement
APHDX vs FSWFX
APHDX vs FSWFX Comparison
Open Charts APHDX vs FSWFX
Artisan Global Discovery Institutional
Price$24.10
Change+$0.18 (+0.75%)
VolumeN/A
Net Assets210.4M
American Funds SMALLCAP World 529-F-2
Price$76.88
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets82.31B
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: 82.3B vs. APHDX (210M). FSWFX pays higher dividends than APHDX: FSWFX (0.80) 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). FSWFX (6.88) and APHDX (6.57) have marching annual gain over last year. APHDX return over 5 years is better than : 20.20 vs. FSWFX (3.85).
| 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 | 12.230 | 13.259 | 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 | 0.80 | - |
| Returns for 1 year | 6.57 | 6.88 | 95% |
| Returns for 3 years | 47.28 | 31.43 | 150% |
| Returns for 5 years | 20.20 | 3.85 | 525% |
| 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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DUSL | 71.69 | 2.04 | +2.93% |
| Direxion Dly Industrials Bull 3X ShsETF | |||
| XSVN | 48.32 | 0.04 | +0.09% |
| BondBloxx Bloomberg SevenYrTrgDurUSTrETF | |||
| BCLO | 49.67 | -0.03 | -0.05% |
| iShares BBB-B CLO Active ETF | |||
| RSPH | 31.79 | -0.11 | -0.34% |
| Invesco S&P 500® Equal Wt Hlth Care ETF | |||
| GDX | 81.58 | -1.24 | -1.50% |
| VanEck Gold Miners ETF | |||