APHIX vs. DOXFX
Compare and contrast key facts about Artisan International Fund Institutional Class (APHIX) and Dodge & Cox International Stock X (DOXFX).
APHIX is an actively managed fund by Artisan Partners. It was launched on Jul 1, 1997. DOXFX is managed by Dodge & Cox. It was launched on Jan 5, 2001.
Performance
APHIX vs. DOXFX - Performance Comparison
Loading graphics...
APHIX vs. DOXFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
APHIX Artisan International Fund Institutional Class | 3.79% | 36.49% | 10.89% | 14.52% | -1.27% |
DOXFX Dodge & Cox International Stock X | -1.76% | 38.90% | 3.85% | 16.81% | -0.58% |
Returns By Period
In the year-to-date period, APHIX achieves a 3.79% return, which is significantly higher than DOXFX's -1.76% return.
APHIX
- 1D
- -0.57%
- 1M
- -8.93%
- YTD
- 3.79%
- 6M
- 5.56%
- 1Y
- 29.58%
- 3Y*
- 18.43%
- 5Y*
- 9.55%
- 10Y*
- 9.34%
DOXFX
- 1D
- -0.12%
- 1M
- -10.86%
- YTD
- -1.76%
- 6M
- 3.40%
- 1Y
- 24.39%
- 3Y*
- 15.94%
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
APHIX vs. DOXFX - Expense Ratio Comparison
APHIX has a 0.96% expense ratio, which is higher than DOXFX's 0.52% expense ratio.
Return for Risk
APHIX vs. DOXFX — Risk / Return Rank
APHIX
DOXFX
APHIX vs. DOXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan International Fund Institutional Class (APHIX) and Dodge & Cox International Stock X (DOXFX). 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.
| APHIX | DOXFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | 1.57 | +0.29 |
Sortino ratioReturn per unit of downside risk | 2.39 | 2.03 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.31 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.53 | 1.87 | +0.66 |
Martin ratioReturn relative to average drawdown | 10.66 | 7.32 | +3.33 |
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
| APHIX | DOXFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 1.57 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 1.20 | -0.91 |
Correlation
The correlation between APHIX and DOXFX is 0.80, 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
APHIX vs. DOXFX - Dividend Comparison
APHIX's dividend yield for the trailing twelve months is around 21.80%, more than DOXFX's 5.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APHIX Artisan International Fund Institutional Class | 21.80% | 22.63% | 10.37% | 2.10% | 2.84% | 23.52% | 3.45% | 5.44% | 10.02% | 0.91% | 1.50% | 0.73% |
DOXFX Dodge & Cox International Stock X | 5.24% | 5.15% | 2.36% | 2.38% | 2.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
APHIX vs. DOXFX - Drawdown Comparison
The maximum APHIX drawdown since its inception was -68.47%, which is greater than DOXFX's maximum drawdown of -14.41%. Use the drawdown chart below to compare losses from any high point for APHIX and DOXFX.
Loading graphics...
Drawdown Indicators
| APHIX | DOXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.47% | -14.41% | -54.06% |
Max Drawdown (1Y)Largest decline over 1 year | -9.77% | -11.42% | +1.65% |
Max Drawdown (5Y)Largest decline over 5 years | -33.73% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.73% | — | — |
Current DrawdownCurrent decline from peak | -9.77% | -10.86% | +1.09% |
Average DrawdownAverage peak-to-trough decline | -23.20% | -2.75% | -20.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 3.00% | -0.41% |
Volatility
APHIX vs. DOXFX - Volatility Comparison
The current volatility for Artisan International Fund Institutional Class (APHIX) is 6.04%, while Dodge & Cox International Stock X (DOXFX) has a volatility of 6.48%. This indicates that APHIX experiences smaller price fluctuations and is considered to be less risky than DOXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| APHIX | DOXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 6.48% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 10.13% | 9.68% | +0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 14.95% | +0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.61% | 13.75% | +1.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.16% | 13.75% | +2.41% |