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.
Correlation
The correlation between ARTFX and DODGX is 0.39, 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
Key characteristics
ARTFX:
3.08
DODGX:
1.04
ARTFX:
5.49
DODGX:
1.35
ARTFX:
1.79
DODGX:
1.22
ARTFX:
5.87
DODGX:
1.17
ARTFX:
21.90
DODGX:
3.75
ARTFX:
0.45%
DODGX:
3.55%
ARTFX:
3.18%
DODGX:
12.88%
ARTFX:
-21.42%
DODGX:
-67.34%
ARTFX:
-0.33%
DODGX:
-3.88%
Returns By Period
In the year-to-date period, ARTFX achieves a 1.13% return, which is significantly lower than DODGX's 7.33% return. Both investments have delivered pretty close results over the past 10 years, with ARTFX having a 6.00% annualized return and DODGX not far behind at 5.91%.
ARTFX
1.13%
0.58%
4.66%
9.91%
5.54%
6.00%
DODGX
7.33%
2.21%
4.06%
12.86%
8.79%
5.91%
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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 Rank
ARTFX
DODGX
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 7.02%, more than DODGX's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTFX Artisan High Income Fund | 7.02% | 7.10% | 7.23% | 6.65% | 7.47% | 5.84% | 6.15% | 6.39% | 5.84% | 6.29% | 6.89% | 3.40% |
DODGX Dodge & Cox Stock Fund Class I | 1.39% | 1.49% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% |
Drawdowns
ARTFX vs. DODGX - Drawdown Comparison
The maximum ARTFX drawdown since its inception was -21.42%, smaller than the maximum DODGX drawdown of -67.34%. 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 0.71%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 2.31%. 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.