Artisan Value Fund (ARTLX) 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 ARTLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ARTLX
ARTLX charges 1.05% annually. There are 255 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 | ARTLX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | ARTLX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | ARTLX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | ARTLX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | ARTLX vs TILVX |
Best Risk-Adjusted Alternatives to ARTLX
ARTLX has a PortfoliosLab risk / return rank of 24. There are 287 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 | ARTLX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | ARTLX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | ARTLX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | ARTLX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | ARTLX vs AVLVX |
Top Performing ARTLX Alternatives (YTD)
ARTLX is at 7.63% YTD. There are 279 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 | ARTLX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | ARTLX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | ARTLX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | ARTLX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | ARTLX vs YAFFX |
Lowest Volatility Alternatives to ARTLX
ARTLX has 11.85% 1-year volatility. There are 206 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 | ARTLX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | ARTLX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | ARTLX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | ARTLX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | ARTLX vs TMMAX |
Lowest Drawdown Alternatives to ARTLX
ARTLX has a 1-year max drawdown of -9.35%. There are 272 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 | ARTLX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | ARTLX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | ARTLX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | ARTLX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | ARTLX 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 | ARTLX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 58 | 13.18% | — | Sep 2002 | ARTLX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 43 | 14.27% | — | Dec 1995 | ARTLX vs ARTIX | |
| Artisan Global Equity Fund | Global Equities | 33 | 8.98% | — | Mar 2010 | ARTLX vs ARTHX | |
| Artisan High Income Fund | High Yield Bonds | 56 | 1.36% | — | Mar 2014 | ARTLX vs ARTFX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 4.47% | — | Mar 2022 | ARTLX vs APFPX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 11 | 7.01% | — | Sep 2008 | ARTLX vs ARTRX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 22 | 7.21% | — | Jun 1997 | ARTLX vs ARTMX | |
| Artisan Global Discovery Fund | Global Equities | 17 | 7.74% | — | Aug 2017 | ARTLX vs APFDX | |
| Artisan Emerging Markets Debt Opportunities Fund | Emerging Markets Bonds | 98 | 6.82% | — | Apr 2022 | ARTLX vs APFOX |
Often Compared With ARTLX
Investors most often compare ARTLX with JAVA, ARTGX, FXAIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare ARTLX with Any Fund or Stock
Compare ARTLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ARTLX with funds that move differently
Artisan Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ARTLX.
Explore ARTLX Diversifiers