ARTLX vs. ACIIX
Compare and contrast key facts about Artisan Value Fund (ARTLX) and American Century Equity Income Fund Class I (ACIIX).
ARTLX is managed by Artisan. It was launched on Mar 27, 2006. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
ARTLX vs. ACIIX - Performance Comparison
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ARTLX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTLX Artisan Value Fund | -5.55% | 14.48% | 12.11% | 24.27% | -8.73% | 23.25% | 10.85% | 30.27% | -15.23% | 16.06% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, ARTLX achieves a -5.55% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, ARTLX has outperformed ACIIX with an annualized return of 11.09%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
ARTLX
- 1D
- 0.22%
- 1M
- -8.29%
- YTD
- -5.55%
- 6M
- -1.04%
- 1Y
- 5.77%
- 3Y*
- 11.77%
- 5Y*
- 8.87%
- 10Y*
- 11.09%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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ARTLX vs. ACIIX - Expense Ratio Comparison
ARTLX has a 1.05% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
ARTLX vs. ACIIX — Risk / Return Rank
ARTLX
ACIIX
ARTLX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Value Fund (ARTLX) and American Century Equity Income Fund Class I (ACIIX). 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.
| ARTLX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.93 | -0.50 |
Sortino ratioReturn per unit of downside risk | 0.68 | 1.35 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.19 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 1.11 | -0.70 |
Martin ratioReturn relative to average drawdown | 1.46 | 4.37 | -2.91 |
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
| ARTLX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.93 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.70 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.67 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.53 | -0.11 |
Correlation
The correlation between ARTLX and ACIIX 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
ARTLX vs. ACIIX - Dividend Comparison
ARTLX's dividend yield for the trailing twelve months is around 14.66%, more than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTLX Artisan Value Fund | 14.66% | 13.85% | 7.59% | 5.10% | 17.75% | 12.97% | 7.57% | 3.99% | 16.44% | 10.00% | 0.62% | 10.74% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
ARTLX vs. ACIIX - Drawdown Comparison
The maximum ARTLX drawdown since its inception was -57.91%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for ARTLX and ACIIX.
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Drawdown Indicators
| ARTLX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.91% | -39.16% | -18.75% |
Max Drawdown (1Y)Largest decline over 1 year | -11.05% | -8.96% | -2.09% |
Max Drawdown (5Y)Largest decline over 5 years | -22.89% | -13.49% | -9.40% |
Max Drawdown (10Y)Largest decline over 10 years | -39.03% | -32.76% | -6.27% |
Current DrawdownCurrent decline from peak | -9.15% | -5.73% | -3.42% |
Average DrawdownAverage peak-to-trough decline | -8.39% | -5.26% | -3.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 2.30% | +0.87% |
Volatility
ARTLX vs. ACIIX - Volatility Comparison
Artisan Value Fund (ARTLX) has a higher volatility of 4.00% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that ARTLX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTLX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 2.76% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 8.91% | 6.05% | +2.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.44% | 11.61% | +3.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.24% | 10.74% | +4.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.09% | 13.37% | +4.72% |