Artisan Global Equity Fund (ARTHX) 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 ARTHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ARTHX
ARTHX charges 1.28% annually. There are 203 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 | ARTHX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | ARTHX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | ARTHX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 90.20B | Feb 2019 | ARTHX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | ARTHX vs UCEQX |
Best Risk-Adjusted Alternatives to ARTHX
ARTHX has a PortfoliosLab risk / return rank of 62. There are 68 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 | ARTHX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | ARTHX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | ARTHX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | ARTHX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | ARTHX vs JGYIX |
Top Performing ARTHX Alternatives (YTD)
ARTHX is at 13.35% YTD. There are 73 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 | ARTHX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | ARTHX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | ARTHX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | ARTHX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | ARTHX vs PRGSX |
Lowest Volatility Alternatives to ARTHX
ARTHX has 14.98% 1-year volatility. There are 170 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 | ARTHX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | ARTHX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | ARTHX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | ARTHX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | ARTHX vs SGMAX |
Lowest Drawdown Alternatives to ARTHX
ARTHX has a 1-year max drawdown of -10.16%. 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 | ARTHX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | ARTHX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | ARTHX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | ARTHX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | ARTHX 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 | ARTHX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 36 | 10.51% | — | Sep 2002 | ARTHX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 42 | 13.73% | — | Dec 1995 | ARTHX vs ARTIX | |
| Artisan High Income Fund | High Yield Bonds | 51 | 1.00% | — | Mar 2014 | ARTHX vs ARTFX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 11 | 5.78% | — | Sep 2008 | ARTHX vs ARTRX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 4.00% | — | Mar 2022 | ARTHX vs APFPX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 17 | 4.46% | — | Jun 1997 | ARTHX vs ARTMX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 37 | 10.64% | — | Oct 2006 | ARTHX vs APHKX | |
| Artisan Global Discovery Fund | Global Equities | 11 | 4.43% | — | Aug 2017 | ARTHX vs APFDX | |
| Artisan Global Value Fund | Global Equities | 54 | 8.02% | — | Dec 2007 | ARTHX vs ARTGX |
Often Compared With ARTHX
Investors most often compare ARTHX with JAVA, GDE, QMNNX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare ARTHX with Any Fund or Stock
Compare ARTHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ARTHX with funds that move differently
Artisan Global Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ARTHX.
Explore ARTHX Diversifiers