APHDX
Price
$20.50
Change
-$3.36 (-14.08%)
Updated
Feb 3 closing price
Net Assets
157.35M
SCWFX
Price
$75.47
Change
+$1.46 (+1.97%)
Updated
Feb 3 closing price
Net Assets
82.43B
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APHDX vs SCWFX

Header iconAPHDX vs SCWFX Comparison
Open Charts APHDX vs SCWFXBanner chart's image
Artisan Global Discovery Institutional
Price$20.50
Change-$3.36 (-14.08%)
VolumeN/A
Net Assets157.35M
American Funds SMALLCAP World F1
Price$75.47
Change+$1.46 (+1.97%)
VolumeN/A
Net Assets82.43B
APHDX vs SCWFX Comparison Chart in %
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APHDX vs. SCWFX commentary
Feb 05, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APHDX is a Hold and SCWFX is a Hold.

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FUNDAMENTALS
Fundamentals
SCWFX has more cash in the bank: 82.4B vs. APHDX (157M). SCWFX pays higher dividends than APHDX: SCWFX (0.64) vs APHDX (0.00). APHDX was incepted earlier than SCWFX: APHDX (6 years) vs SCWFX (25 years). APHDX (1.10) and SCWFX (1.07) have similar cost to investors . APHDX is a more actively managed with annual turnover of: 67.34 vs. SCWFX (41.00). SCWFX has a lower initial minimum investment than APHDX: SCWFX (250) vs APHDX (1000000). SCWFX annual gain was more profitable for investors over the last year : 13.16 vs. APHDX (-9.61). APHDX return over 5 years is better than : -3.44 vs. SCWFX (-7.76).
APHDXSCWFXAPHDX / SCWFX
Total Expense Ratio1.101.07103%
Annual Report Gross Expense Ratio1.101.07103%
Fund Existence6 years25 years-
Gain YTD2.3464.76149%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets157M82.4B0%
Annual Yield % from dividends0.000.64-
Returns for 1 year-9.6113.16-73%
Returns for 3 years20.5924.1485%
Returns for 5 years-3.44-7.7644%
Returns for 10 yearsN/A102.65-
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