Artisan Small Cap Fund Advisor Shares (APDSX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with APDSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to APDSX
APDSX charges 1.06% annually. There are 79 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | APDSX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | APDSX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | APDSX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | APDSX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | APDSX vs VISGX |
Best Risk-Adjusted Alternatives to APDSX
APDSX has a PortfoliosLab risk / return rank of 41. There are 87 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | APDSX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | APDSX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | APDSX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | APDSX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | APDSX vs NEAIX |
Top Performing APDSX Alternatives (YTD)
APDSX is at 17.57% YTD. There are 84 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | APDSX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | APDSX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | APDSX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | APDSX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | APDSX vs OBMCX |
Lowest Volatility Alternatives to APDSX
APDSX has 23.03% 1-year volatility. There are 115 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | APDSX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | APDSX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | APDSX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | APDSX vs NBGNX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | APDSX vs ETMGX |
Lowest Drawdown Alternatives to APDSX
APDSX has a 1-year max drawdown of -15.39%. There are 123 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | APDSX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | APDSX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | APDSX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | APDSX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | APDSX vs RFIMX |
Other Mutual Funds from Artisan
The 10 most viewed Artisan mutual funds shown here include ARTYX, ARTKX, ARTIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Artisan Developing World Fund | Emerging Markets Diversified | 2 | 0.22% | — | Jun 2015 | APDSX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 58 | 13.18% | — | Sep 2002 | APDSX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 43 | 14.27% | — | Dec 1995 | APDSX vs ARTIX | |
| Artisan Global Equity Fund | Global Equities | 33 | 8.98% | — | Mar 2010 | APDSX vs ARTHX | |
| Artisan High Income Fund | High Yield Bonds | 56 | 1.36% | — | Mar 2014 | APDSX vs ARTFX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 4.47% | — | Mar 2022 | APDSX vs APFPX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 11 | 7.01% | — | Sep 2008 | APDSX vs ARTRX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 22 | 7.21% | — | Jun 1997 | APDSX vs ARTMX | |
| Artisan Global Discovery Fund | Global Equities | 17 | 7.74% | — | Aug 2017 | APDSX vs APFDX | |
| Artisan Emerging Markets Debt Opportunities Fund | Emerging Markets Bonds | 98 | 6.82% | — | Apr 2022 | APDSX vs APFOX |
Often Compared With APDSX
Investors most often compare APDSX with FISPX, CTVA, FCNTX. These 18 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare APDSX with Any Fund or Stock
Compare APDSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair APDSX with funds that move differently
Artisan Small Cap Fund Advisor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to APDSX.
Explore APDSX Diversifiers