Artisan Global Value Fund (ARTGX) 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 ARTGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ARTGX
ARTGX charges 1.25% annually. There are 199 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 | ARTGX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | ARTGX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | ARTGX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | ARTGX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | ARTGX vs VMNVX |
Best Risk-Adjusted Alternatives to ARTGX
ARTGX has a PortfoliosLab risk / return rank of 54. There are 83 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 | ARTGX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | ARTGX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | ARTGX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | ARTGX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | ARTGX vs JGYIX |
Top Performing ARTGX Alternatives (YTD)
ARTGX is at 8.02% YTD. There are 158 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 | ARTGX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | ARTGX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | ARTGX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | ARTGX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | ARTGX vs PRGSX |
Lowest Volatility Alternatives to ARTGX
ARTGX has 11.56% 1-year volatility. There are 44 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 | ARTGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | ARTGX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | ARTGX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | ARTGX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | ARTGX vs SGMAX |
Lowest Drawdown Alternatives to ARTGX
ARTGX has a 1-year max drawdown of -10.18%. There are 98 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 | ARTGX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | ARTGX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | ARTGX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | ARTGX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | ARTGX 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 | ARTGX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 36 | 10.51% | — | Sep 2002 | ARTGX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 42 | 13.73% | — | Dec 1995 | ARTGX vs ARTIX | |
| Artisan Global Equity Fund | Global Equities | 62 | 13.35% | — | Mar 2010 | ARTGX vs ARTHX | |
| Artisan High Income Fund | High Yield Bonds | 51 | 1.00% | — | Mar 2014 | ARTGX vs ARTFX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 11 | 5.78% | — | Sep 2008 | ARTGX vs ARTRX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 4.00% | — | Mar 2022 | ARTGX vs APFPX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 17 | 4.46% | — | Jun 1997 | ARTGX vs ARTMX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 37 | 10.64% | — | Oct 2006 | ARTGX vs APHKX | |
| Artisan Global Discovery Fund | Global Equities | 11 | 4.43% | — | Aug 2017 | ARTGX vs APFDX |
Often Compared With ARTGX
Investors most often compare ARTGX with AQGIX, TNZ.TO, CNL. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare ARTGX with Any Fund or Stock
Compare ARTGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ARTGX with funds that move differently
Artisan Global Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ARTGX.
Explore ARTGX Diversifiers