ARTFX vs. DODGX
Compare and contrast key facts about Artisan High Income Fund (ARTFX) and Dodge & Cox Stock Fund Class I (DODGX).
ARTFX is managed by Artisan. It was launched on Mar 19, 2014. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Performance
ARTFX vs. DODGX - Performance Comparison
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ARTFX vs. DODGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTFX Artisan High Income Fund | -1.87% | 8.02% | 7.76% | 13.61% | -10.66% | 3.79% | 9.45% | 14.04% | -1.66% | 8.84% |
DODGX Dodge & Cox Stock Fund Class I | -1.65% | 13.66% | 14.36% | 17.49% | -7.25% | 31.72% | 7.10% | 24.30% | -7.15% | 18.33% |
Returns By Period
In the year-to-date period, ARTFX achieves a -1.87% return, which is significantly lower than DODGX's -1.65% return. Over the past 10 years, ARTFX has underperformed DODGX with an annualized return of 6.19%, while DODGX has yielded a comparatively higher 12.55% annualized return.
ARTFX
- 1D
- 0.11%
- 1M
- -1.98%
- YTD
- -1.87%
- 6M
- -0.94%
- 1Y
- 4.88%
- 3Y*
- 7.33%
- 5Y*
- 3.32%
- 10Y*
- 6.19%
DODGX
- 1D
- 2.09%
- 1M
- -5.31%
- YTD
- -1.65%
- 6M
- 0.63%
- 1Y
- 8.01%
- 3Y*
- 13.95%
- 5Y*
- 9.38%
- 10Y*
- 12.55%
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ARTFX vs. DODGX - Expense Ratio Comparison
ARTFX has a 0.96% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Return for Risk
ARTFX vs. DODGX — Risk / Return Rank
ARTFX
DODGX
ARTFX vs. DODGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan High Income Fund (ARTFX) and Dodge & Cox Stock Fund Class I (DODGX). 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.
| ARTFX | DODGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 0.49 | +1.14 |
Sortino ratioReturn per unit of downside risk | 2.43 | 0.78 | +1.65 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.11 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 0.60 | +1.20 |
Martin ratioReturn relative to average drawdown | 7.23 | 2.50 | +4.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARTFX | DODGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 0.49 | +1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.59 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.20 | 0.65 | +0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.02 | 0.62 | +0.40 |
Correlation
The correlation between ARTFX and DODGX is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ARTFX vs. DODGX - Dividend Comparison
ARTFX's dividend yield for the trailing twelve months is around 6.38%, less than DODGX's 9.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTFX Artisan High Income Fund | 6.38% | 6.71% | 6.52% | 5.43% | 6.23% | 5.21% | 5.33% | 6.15% | 6.99% | 7.75% | 6.53% | 7.28% |
DODGX Dodge & Cox Stock Fund Class I | 9.89% | 9.86% | 8.20% | 3.76% | 5.47% | 3.22% | 6.74% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% |
Drawdowns
ARTFX vs. DODGX - Drawdown Comparison
The maximum ARTFX drawdown since its inception was -21.42%, smaller than the maximum DODGX drawdown of -63.24%. Use the drawdown chart below to compare losses from any high point for ARTFX and DODGX.
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Drawdown Indicators
| ARTFX | DODGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.42% | -63.24% | +41.82% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -12.23% | +9.47% |
Max Drawdown (5Y)Largest decline over 5 years | -14.62% | -21.85% | +7.23% |
Max Drawdown (10Y)Largest decline over 10 years | -21.42% | -40.41% | +18.99% |
Current DrawdownCurrent decline from peak | -2.54% | -5.31% | +2.77% |
Average DrawdownAverage peak-to-trough decline | -2.24% | -7.53% | +5.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.69% | 2.94% | -2.25% |
Volatility
ARTFX vs. DODGX - Volatility Comparison
The current volatility for Artisan High Income Fund (ARTFX) is 1.00%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 4.23%. This indicates that ARTFX experiences smaller price fluctuations and is considered to be less risky than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTFX | DODGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.00% | 4.23% | -3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 1.88% | 8.72% | -6.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.30% | 16.33% | -13.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.81% | 16.05% | -11.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.19% | 19.25% | -14.06% |