Artisan Small Cap Fund (ARTSX) Alternatives
Artisan Small Cap Fund (ARTSX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ARTSX. 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 ARTSX
ARTSX charges 1.19% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among ARTSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | ARTSX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | ARTSX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | ARTSX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | ARTSX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | ARTSX vs VISGX |
Best Risk-Adjusted Alternatives to ARTSX
Among mutual funds in the Small Cap Growth 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | ARTSX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | ARTSX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | ARTSX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | ARTSX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | ARTSX vs HRSMX |
Top Performing ARTSX Alternatives (YTD)
ARTSX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | ARTSX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | ARTSX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | ARTSX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | ARTSX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | ARTSX vs OBMCX |
Lowest Volatility Alternatives to ARTSX
ARTSX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | ARTSX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | ARTSX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | ARTSX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | ARTSX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | ARTSX vs ETEGX |
Lowest Drawdown Alternatives to ARTSX
ARTSX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | ARTSX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | ARTSX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | ARTSX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | ARTSX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | ARTSX vs CTSIX |
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 | ARTSX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 47 | -2.08% | Sep 23, 2002 | ARTSX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 89 | 3.75% | Dec 27, 1995 | ARTSX vs ARTIX | |
| Artisan High Income Fund | High Yield Bonds | 83 | -1.87% | Mar 19, 2014 | ARTSX vs ARTFX | |
| Artisan Global Equity Fund | Global Equities | 93 | 0.31% | Mar 28, 2010 | ARTSX vs ARTHX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 12 | -7.40% | Sep 22, 2008 | ARTSX vs ARTRX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 22 | -9.72% | Jun 27, 1997 | ARTSX vs ARTMX | |
| Artisan Global Value Fund | Global Equities | 67 | -4.90% | Dec 9, 2007 | ARTSX vs ARTGX | |
| Artisan Emerging Markets Debt Opportunities Fund | Emerging Markets Bonds | 97 | 0.34% | Apr 6, 2022 | ARTSX vs APFOX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 4.02% | Mar 30, 2022 | ARTSX vs APFPX |
Often Compared With ARTSX
What investors most often compare with ARTSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | ARTSX vs FTIHX | |
| Fidelity Small Cap Growth Fund | Small Cap Growth Equities | 36 | -5.49% | Nov 3, 2004 | ARTSX vs FCPGX | |
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 65 | -4.01% | Jun 27, 2016 | ARTSX vs VTI | |
| Vanguard Small-Cap ETF | Small Cap Growth Equities | 59 | 1.92% | Jan 26, 2004 | ARTSX vs VB | |
| Artisan Global Discovery Fund | Global Equities | 11 | -9.16% | Aug 20, 2017 | ARTSX vs APFDX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | ARTSX vs PNSAX |
Compare ARTSX with Any Fund or Stock
Compare ARTSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.