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 Partners Funds. It was launched on Mar 19, 2014. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTFX or DODGX.
Key characteristics
ARTFX | DODGX | |
---|---|---|
YTD Return | 0.42% | 4.85% |
1Y Return | 9.99% | 22.90% |
3Y Return (Ann) | 2.52% | 6.84% |
5Y Return (Ann) | 5.23% | 11.76% |
10Y Return (Ann) | 5.75% | 10.64% |
Sharpe Ratio | 2.17 | 1.80 |
Daily Std Dev | 4.59% | 12.17% |
Max Drawdown | -21.42% | -63.25% |
Current Drawdown | -1.00% | -4.43% |
Correlation
The correlation between ARTFX and DODGX is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ARTFX vs. DODGX - Performance Comparison
In the year-to-date period, ARTFX achieves a 0.42% return, which is significantly lower than DODGX's 4.85% return. Over the past 10 years, ARTFX has underperformed DODGX with an annualized return of 5.75%, while DODGX has yielded a comparatively higher 10.64% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
ARTFX vs. DODGX - Risk-Adjusted Performance 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.
Dividends
ARTFX vs. DODGX - Dividend Comparison
ARTFX's dividend yield for the trailing twelve months is around 6.89%, more than DODGX's 5.17% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Artisan High Income Fund | 6.89% | 7.25% | 7.30% | 7.47% | 5.83% | 6.15% | 7.00% | 7.82% | 6.53% | 7.31% | 3.85% | 0.00% |
Dodge & Cox Stock Fund Class I | 5.17% | 3.76% | 5.47% | 3.22% | 6.86% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% | 3.17% | 1.24% |
Drawdowns
ARTFX vs. DODGX - Drawdown Comparison
The maximum ARTFX drawdown since its inception was -21.42%, smaller than the maximum DODGX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for ARTFX and DODGX. For additional features, visit the drawdowns tool.
Volatility
ARTFX vs. DODGX - Volatility Comparison
The current volatility for Artisan High Income Fund (ARTFX) is 0.99%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 3.43%. 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.