Artisan Value Fund (ARTLX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ARTLX
ARTLX charges 1.05% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among ARTLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | ARTLX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | ARTLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | ARTLX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | ARTLX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | ARTLX vs TILVX |
Best Risk-Adjusted Alternatives to ARTLX
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 | ARTLX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | ARTLX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | ARTLX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | ARTLX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | ARTLX vs VALAX |
Top Performing ARTLX Alternatives (YTD)
ARTLX 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 | ARTLX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | ARTLX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | ARTLX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | ARTLX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | ARTLX vs HFCVX |
Lowest Volatility Alternatives to ARTLX
ARTLX 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 | ARTLX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | ARTLX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | ARTLX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | ARTLX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | ARTLX vs ACIIX |
Lowest Drawdown Alternatives to ARTLX
ARTLX 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 | ARTLX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | ARTLX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | ARTLX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | ARTLX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | ARTLX 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 | ARTLX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 47 | -2.08% | Sep 23, 2002 | ARTLX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 89 | 3.75% | Dec 27, 1995 | ARTLX vs ARTIX | |
| Artisan High Income Fund | High Yield Bonds | 83 | -1.87% | Mar 19, 2014 | ARTLX vs ARTFX | |
| Artisan Global Equity Fund | Global Equities | 93 | 0.31% | Mar 28, 2010 | ARTLX vs ARTHX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 12 | -7.40% | Sep 22, 2008 | ARTLX vs ARTRX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 22 | -9.72% | Jun 27, 1997 | ARTLX vs ARTMX | |
| Artisan Global Value Fund | Global Equities | 67 | -4.90% | Dec 9, 2007 | ARTLX vs ARTGX | |
| Artisan Emerging Markets Debt Opportunities Fund | Emerging Markets Bonds | 97 | 0.34% | Apr 6, 2022 | ARTLX vs APFOX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 4.02% | Mar 30, 2022 | ARTLX vs APFPX |
Often Compared With ARTLX
What investors most often compare with ARTLX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Active Value ETF | Large Cap Value Equities | 55 | 0.29% | Oct 4, 2021 | ARTLX vs JAVA | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | ARTLX vs FXAIX | |
| Vanguard Value ETF | Large Cap Value Equities | 67 | 3.30% | Jan 26, 2004 | ARTLX vs VTV |
Compare ARTLX with Any Fund or Stock
Compare ARTLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.