Artisan Mid Cap Value Fund (ARTQX) belongs to the Mid 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 ARTQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ARTQX
ARTQX charges 1.21% annually. There are 90 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | ARTQX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | ARTQX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | ARTQX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | ARTQX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | ARTQX vs VMVIX |
Best Risk-Adjusted Alternatives to ARTQX
ARTQX has a PortfoliosLab risk / return rank of 8. There are 108 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 90 | — | Mar 2002 | ARTQX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | ARTQX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 86 | — | Aug 1998 | ARTQX vs NCBVX | |
| Delaware Opportunity Fund | 85 | — | Aug 1992 | ARTQX vs FIUSX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 85 | — | Nov 2001 | ARTQX vs SMVTX |
Top Performing ARTQX Alternatives (YTD)
ARTQX is at 6.35% YTD. There are 107 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 26.44% | — | Dec 1983 | ARTQX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 26.40% | — | Jul 1995 | ARTQX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 26.23% | — | Sep 1996 | ARTQX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 26.06% | — | Aug 1986 | ARTQX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.73% | — | Aug 2001 | ARTQX vs FVCSX |
Lowest Volatility Alternatives to ARTQX
ARTQX has 14.60% 1-year volatility. There are 59 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.53% | 36.60B | Sep 2011 | ARTQX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.54% | — | Aug 2006 | ARTQX vs VMVIX | |
| American Century Mid Cap Value Fund | 11.85% | 5.65B | Mar 2004 | ARTQX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.87% | — | Mar 2004 | ARTQX vs ACLAX | |
| Principal MidCap Value Fund I | 11.87% | — | Dec 2003 | ARTQX vs PVMIX |
Lowest Drawdown Alternatives to ARTQX
ARTQX has a 1-year max drawdown of -11.15%. There are 102 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | ARTQX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | ARTQX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | ARTQX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | ARTQX vs HAMVX | |
| Frank Value Fund | -6.95% | — | Jul 2004 | ARTQX vs FRNKX |
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 | ARTQX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 58 | 13.18% | — | Sep 2002 | ARTQX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 43 | 14.27% | — | Dec 1995 | ARTQX vs ARTIX | |
| Artisan Global Equity Fund | Global Equities | 33 | 8.98% | — | Mar 2010 | ARTQX vs ARTHX | |
| Artisan High Income Fund | High Yield Bonds | 56 | 1.36% | — | Mar 2014 | ARTQX vs ARTFX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 4.47% | — | Mar 2022 | ARTQX vs APFPX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 11 | 7.01% | — | Sep 2008 | ARTQX vs ARTRX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 22 | 7.21% | — | Jun 1997 | ARTQX vs ARTMX | |
| Artisan Global Discovery Fund | Global Equities | 17 | 7.74% | — | Aug 2017 | ARTQX vs APFDX | |
| Artisan Emerging Markets Debt Opportunities Fund | Emerging Markets Bonds | 98 | 6.82% | — | Apr 2022 | ARTQX vs APFOX |
Often Compared With ARTQX
Investors most often compare ARTQX with VVOIX, VOO, AMDVX. These 19 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare ARTQX with Any Fund or Stock
Compare ARTQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ARTQX with funds that move differently
Artisan Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ARTQX.
Explore ARTQX Diversifiers