AEPGX vs. ARTKX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class A (AEPGX) and Artisan International Value Fund (ARTKX).
AEPGX is managed by American Funds. It was launched on Apr 16, 1984. ARTKX is managed by Artisan. It was launched on Sep 23, 2002.
Performance
AEPGX vs. ARTKX - Performance Comparison
Loading graphics...
AEPGX vs. ARTKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | -2.93% | 28.88% | 2.63% | 15.65% | -23.06% | -1.64% | 24.80% | 26.94% | -15.21% | 30.74% |
ARTKX Artisan International Value Fund | -0.53% | 22.54% | 6.38% | 22.65% | -6.98% | 16.66% | 8.52% | 23.98% | -15.70% | 23.84% |
Returns By Period
In the year-to-date period, AEPGX achieves a -2.93% return, which is significantly lower than ARTKX's -0.53% return. Over the past 10 years, AEPGX has underperformed ARTKX with an annualized return of 7.45%, while ARTKX has yielded a comparatively higher 9.85% annualized return.
AEPGX
- 1D
- 2.75%
- 1M
- -8.20%
- YTD
- -2.93%
- 6M
- 0.77%
- 1Y
- 21.14%
- 3Y*
- 10.59%
- 5Y*
- 2.11%
- 10Y*
- 7.45%
ARTKX
- 1D
- 1.58%
- 1M
- -6.90%
- YTD
- -0.53%
- 6M
- 3.06%
- 1Y
- 15.56%
- 3Y*
- 13.04%
- 5Y*
- 9.47%
- 10Y*
- 9.85%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AEPGX vs. ARTKX - Expense Ratio Comparison
AEPGX has a 0.80% expense ratio, which is lower than ARTKX's 1.25% expense ratio.
Return for Risk
AEPGX vs. ARTKX — Risk / Return Rank
AEPGX
ARTKX
AEPGX vs. ARTKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class A (AEPGX) and Artisan International Value Fund (ARTKX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AEPGX | ARTKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.08 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.83 | 1.56 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.38 | +0.26 |
Martin ratioReturn relative to average drawdown | 6.22 | 4.80 | +1.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AEPGX | ARTKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.08 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.69 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.61 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.72 | -0.21 |
Correlation
The correlation between AEPGX and ARTKX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AEPGX vs. ARTKX - Dividend Comparison
AEPGX's dividend yield for the trailing twelve months is around 14.10%, more than ARTKX's 6.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 14.10% | 13.69% | 4.56% | 3.57% | 1.72% | 5.15% | 0.17% | 2.79% | 6.33% | 4.66% | 1.24% | 3.05% |
ARTKX Artisan International Value Fund | 6.95% | 6.90% | 4.10% | 2.84% | 2.11% | 9.72% | 0.84% | 3.64% | 5.37% | 3.89% | 3.11% | 6.17% |
Drawdowns
AEPGX vs. ARTKX - Drawdown Comparison
The maximum AEPGX drawdown since its inception was -53.98%, roughly equal to the maximum ARTKX drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for AEPGX and ARTKX.
Loading graphics...
Drawdown Indicators
| AEPGX | ARTKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.98% | -51.90% | -2.08% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -9.96% | -2.60% |
Max Drawdown (5Y)Largest decline over 5 years | -38.22% | -24.95% | -13.27% |
Max Drawdown (10Y)Largest decline over 10 years | -38.50% | -38.11% | -0.39% |
Current DrawdownCurrent decline from peak | -10.16% | -8.23% | -1.93% |
Average DrawdownAverage peak-to-trough decline | -11.52% | -6.76% | -4.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 2.86% | +0.45% |
Volatility
AEPGX vs. ARTKX - Volatility Comparison
American Funds EuroPacific Growth Fund Class A (AEPGX) has a higher volatility of 7.25% compared to Artisan International Value Fund (ARTKX) at 5.24%. This indicates that AEPGX's price experiences larger fluctuations and is considered to be riskier than ARTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AEPGX | ARTKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 5.24% | +2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 10.92% | +0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 14.56% | +1.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.55% | 13.83% | +2.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 16.11% | +0.71% |