Artisan Global Value Fund Advisor Class (APDGX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with APDGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to APDGX
APDGX charges 1.12% annually. There are 170 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | APDGX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | APDGX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | APDGX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | APDGX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | APDGX vs VMNVX |
Best Risk-Adjusted Alternatives to APDGX
APDGX has a PortfoliosLab risk / return rank of 54. There are 82 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | APDGX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | APDGX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | APDGX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | APDGX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | APDGX vs JGYIX |
Top Performing APDGX Alternatives (YTD)
APDGX is at 8.07% YTD. There are 156 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | APDGX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | APDGX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | APDGX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | APDGX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | APDGX vs PRGSX |
Lowest Volatility Alternatives to APDGX
APDGX has 11.58% 1-year volatility. There are 48 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | APDGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | APDGX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | APDGX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | APDGX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | APDGX vs SGMAX |
Lowest Drawdown Alternatives to APDGX
APDGX has a 1-year max drawdown of -10.20%. There are 99 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | APDGX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | APDGX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | APDGX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | APDGX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | APDGX vs LVAFX |
Other Mutual Funds from Artisan
The 10 most viewed Artisan mutual funds shown here include ARTYX, ARTKX, ARTIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Artisan Developing World Fund | Emerging Markets Diversified | 1 | -0.66% | — | Jun 2015 | APDGX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 36 | 10.51% | — | Sep 2002 | APDGX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 42 | 13.73% | — | Dec 1995 | APDGX vs ARTIX | |
| Artisan Global Equity Fund | Global Equities | 62 | 13.35% | — | Mar 2010 | APDGX vs ARTHX | |
| Artisan High Income Fund | High Yield Bonds | 51 | 1.00% | — | Mar 2014 | APDGX vs ARTFX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 11 | 5.78% | — | Sep 2008 | APDGX vs ARTRX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 4.00% | — | Mar 2022 | APDGX vs APFPX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 17 | 4.46% | — | Jun 1997 | APDGX vs ARTMX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 37 | 10.64% | — | Oct 2006 | APDGX vs APHKX | |
| Artisan Global Discovery Fund | Global Equities | 11 | 4.43% | — | Aug 2017 | APDGX vs APFDX |
Often Compared With APDGX
Investors most often compare APDGX with IDVO, AVDE, ARTGX. These 11 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Amplify International Enhanced Dividend Income ETF | Foreign Large Cap Equities, Dividend | 67 | 14.12% | 1.24B | Sep 2022 | APDGX vs IDVO | |
| Avantis International Equity ETF | Foreign Large Cap Equities | 54 | 10.55% | 16.33B | Sep 2019 | APDGX vs AVDE | |
| Artisan Global Value Fund | Global Equities | 54 | 8.02% | — | Dec 2007 | APDGX vs ARTGX | |
| Calvert Global Energy Solutions Fund | Global Equities | 89 | 23.10% | — | May 2007 | APDGX vs CAEIX | |
| New Alternatives Fund | Global Equities | 64 | 19.18% | — | Sep 1982 | APDGX vs NALFX | |
| BlackRock Advantage Global Fund, Inc. | Global Equities | 91 | 19.80% | — | Aug 1994 | APDGX vs MDGCX | |
| DWS Global Small Cap Fund | Global Equities | 85 | 20.12% | — | Sep 1991 | APDGX vs SGSCX | |
| Pioneer Global Sustainable Equity Fund Class A | Global Equities, Sustainable | 88 | 16.09% | — | Dec 2005 | APDGX vs GLOSX | |
| Polaris Global Value Fund | Global Equities | 90 | 19.64% | — | May 1998 | APDGX vs PGVFX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 89 | 13.17% | — | Sep 1996 | APDGX vs FMIEX | |
| Calamos Global Equity Fund | Global Equities | 47 | 22.69% | — | Feb 2007 | APDGX vs CIGEX |
Compare APDGX with Any Fund or Stock
Compare APDGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair APDGX with funds that move differently
Artisan Global Value Fund Advisor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to APDGX.
Explore APDGX Diversifiers