Artisan Mid Cap Value Fund (ARTQX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ARTQX
ARTQX charges 1.21% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among ARTQX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | ARTQX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | ARTQX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | ARTQX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | ARTQX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | ARTQX vs VMVIX |
Best Risk-Adjusted Alternatives to ARTQX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | ARTQX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | ARTQX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | ARTQX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | ARTQX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | ARTQX vs VVOAX |
Top Performing ARTQX Alternatives (YTD)
ARTQX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | ARTQX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | ARTQX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | ARTQX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | ARTQX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | ARTQX vs HWMIX |
Lowest Volatility Alternatives to ARTQX
ARTQX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | ARTQX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | ARTQX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | ARTQX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | ARTQX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | ARTQX vs RSVAX |
Lowest Drawdown Alternatives to ARTQX
ARTQX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | ARTQX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | ARTQX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | ARTQX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | ARTQX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | ARTQX vs CISMX |
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 | ARTQX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 47 | -2.08% | Sep 23, 2002 | ARTQX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 89 | 3.75% | Dec 27, 1995 | ARTQX vs ARTIX | |
| Artisan High Income Fund | High Yield Bonds | 83 | -1.87% | Mar 19, 2014 | ARTQX vs ARTFX | |
| Artisan Global Equity Fund | Global Equities | 93 | 0.31% | Mar 28, 2010 | ARTQX vs ARTHX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 12 | -7.40% | Sep 22, 2008 | ARTQX vs ARTRX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 22 | -9.72% | Jun 27, 1997 | ARTQX vs ARTMX | |
| Artisan Global Value Fund | Global Equities | 67 | -4.90% | Dec 9, 2007 | ARTQX vs ARTGX | |
| Artisan Emerging Markets Debt Opportunities Fund | Emerging Markets Bonds | 97 | 0.34% | Apr 6, 2022 | ARTQX vs APFOX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 4.02% | Mar 30, 2022 | ARTQX vs APFPX |
Often Compared With ARTQX
What investors most often compare with ARTQX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | ARTQX vs VOO | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 75 | 3.31% | Mar 23, 2005 | ARTQX vs VVOIX | |
| Columbia Select Mid Cap Value Fund | Mid Cap Value Equities | 69 | 4.45% | Nov 20, 2001 | ARTQX vs NAMAX | |
| Clarkston Founders Fund | Mid Cap Value Equities | 6 | -6.99% | Jan 31, 2017 | ARTQX vs CIMDX |
Compare ARTQX with Any Fund or Stock
Compare ARTQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.