Artisan Value Income Fund (APFWX) Alternatives
Artisan Value Income Fund (APFWX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with APFWX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to APFWX
APFWX charges 1.20% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among APFWX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | APFWX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | APFWX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | APFWX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | APFWX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | APFWX vs VVIAX |
Best Risk-Adjusted Alternatives to APFWX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | APFWX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | APFWX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | APFWX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | APFWX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | APFWX vs VALAX |
Top Performing APFWX Alternatives (YTD)
APFWX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | APFWX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | APFWX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | APFWX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | APFWX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | APFWX vs HFCVX |
Lowest Volatility Alternatives to APFWX
APFWX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | APFWX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | APFWX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | APFWX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | APFWX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | APFWX vs ACIIX |
Lowest Drawdown Alternatives to APFWX
APFWX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | APFWX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | APFWX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | APFWX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | APFWX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | APFWX vs PSECX |
Other Mutual Funds from Artisan
Most popular Artisan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Artisan Developing World Fund | Emerging Markets Diversified | 1 | -20.04% | Jun 28, 2015 | APFWX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 47 | -2.08% | Sep 23, 2002 | APFWX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 89 | 3.75% | Dec 27, 1995 | APFWX vs ARTIX | |
| Artisan High Income Fund | High Yield Bonds | 83 | -1.87% | Mar 19, 2014 | APFWX vs ARTFX | |
| Artisan Global Equity Fund | Global Equities | 93 | 0.31% | Mar 28, 2010 | APFWX vs ARTHX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 12 | -7.40% | Sep 22, 2008 | APFWX vs ARTRX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 22 | -9.72% | Jun 27, 1997 | APFWX vs ARTMX | |
| Artisan Global Value Fund | Global Equities | 67 | -4.90% | Dec 9, 2007 | APFWX vs ARTGX | |
| Artisan Emerging Markets Debt Opportunities Fund | Emerging Markets Bonds | 97 | 0.34% | Apr 6, 2022 | APFWX vs APFOX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 4.02% | Mar 30, 2022 | APFWX vs APFPX |
Often Compared With APFWX
What investors most often compare with APFWX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Value ETF | Large Cap Value Equities | 67 | 3.30% | Jan 26, 2004 | APFWX vs VTV | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 48 | -0.04% | Oct 1, 2002 | APFWX vs TILVX |
Compare APFWX with Any Fund or Stock
Compare APFWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.