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 a closer substitute for your current allocation.
Cheapest Alternatives to APFWX
APFWX charges 1.20% annually. There are 282 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | APFWX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | APFWX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | APFWX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | APFWX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | APFWX vs VVIAX |
Best Risk-Adjusted Alternatives to APFWX
APFWX has a PortfoliosLab risk / return rank of 28. There are 273 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | APFWX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | APFWX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | APFWX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | APFWX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | APFWX vs AVLVX |
Top Performing APFWX Alternatives (YTD)
APFWX is at 9.25% YTD. There are 253 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | APFWX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | APFWX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | APFWX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | APFWX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | APFWX vs YAFFX |
Lowest Volatility Alternatives to APFWX
APFWX has 10.47% 1-year volatility. There are 77 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | APFWX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | APFWX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | APFWX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | APFWX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | APFWX vs TMMAX |
Lowest Drawdown Alternatives to APFWX
APFWX has a 1-year max drawdown of -8.01%. There are 222 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | APFWX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | APFWX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | APFWX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | APFWX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | APFWX vs SVAIX |
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 | APFWX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 58 | 13.18% | — | Sep 2002 | APFWX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 43 | 14.27% | — | Dec 1995 | APFWX vs ARTIX | |
| Artisan Global Equity Fund | Global Equities | 33 | 8.98% | — | Mar 2010 | APFWX vs ARTHX | |
| Artisan High Income Fund | High Yield Bonds | 56 | 1.36% | — | Mar 2014 | APFWX vs ARTFX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 4.47% | — | Mar 2022 | APFWX vs APFPX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 11 | 7.01% | — | Sep 2008 | APFWX vs ARTRX | |
| Artisan Global Discovery Fund | Global Equities | 17 | 7.74% | — | Aug 2017 | APFWX vs APFDX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 22 | 7.21% | — | Jun 1997 | APFWX vs ARTMX | |
| Artisan Emerging Markets Debt Opportunities Fund | Emerging Markets Bonds | 98 | 6.82% | — | Apr 2022 | APFWX vs APFOX |
Often Compared With APFWX
Investors most often compare APFWX with VTV, TOWFX, ARTGX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare APFWX with Any Fund or Stock
Compare APFWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair APFWX with funds that move differently
Artisan Value Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to APFWX.
Explore APFWX Diversifiers