ARTSX vs. FCPGX
Compare and contrast key facts about Artisan Small Cap Fund (ARTSX) and Fidelity Small Cap Growth Fund (FCPGX).
ARTSX is managed by Artisan Partners Funds. It was launched on Mar 28, 1995. FCPGX is managed by Fidelity. It was launched on Nov 3, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTSX or FCPGX.
Key characteristics
| ARTSX | FCPGX | |
|---|---|---|
| YTD Return | 9.09% | 15.23% |
| 1Y Return | 13.46% | 26.02% |
| 3Y Return (Ann) | -8.80% | -0.27% |
| 5Y Return (Ann) | 5.34% | 10.64% |
| 10Y Return (Ann) | 9.73% | 12.41% |
| Sharpe Ratio | 0.64 | 1.35 |
| Daily Std Dev | 21.97% | 19.98% |
| Max Drawdown | -62.77% | -59.11% |
| Current Drawdown | -32.09% | -7.47% |
Correlation
The correlation between ARTSX and FCPGX is 0.92, 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.
Performance
ARTSX vs. FCPGX - Performance Comparison
In the year-to-date period, ARTSX achieves a 9.09% return, which is significantly lower than FCPGX's 15.23% return. Over the past 10 years, ARTSX has underperformed FCPGX with an annualized return of 9.73%, while FCPGX has yielded a comparatively higher 12.41% 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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ARTSX vs. FCPGX - Expense Ratio Comparison
ARTSX has a 1.19% expense ratio, which is higher than FCPGX's 1.00% expense ratio.
Risk-Adjusted Performance
ARTSX vs. FCPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Small Cap Fund (ARTSX) and Fidelity Small Cap Growth Fund (FCPGX). 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
ARTSX vs. FCPGX - Dividend Comparison
Neither ARTSX nor FCPGX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTSX Artisan Small Cap Fund | 0.00% | 0.00% | 0.26% | 12.11% | 5.26% | 7.83% | 20.83% | 16.26% | 1.18% | 10.12% | 0.00% | 0.00% |
FCPGX Fidelity Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 19.27% | 8.19% | 5.31% | 14.35% | 6.88% | 0.76% | 4.32% | 8.37% | 16.99% |
Drawdowns
ARTSX vs. FCPGX - Drawdown Comparison
The maximum ARTSX drawdown since its inception was -62.77%, which is greater than FCPGX's maximum drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for ARTSX and FCPGX. For additional features, visit the drawdowns tool.
Volatility
ARTSX vs. FCPGX - Volatility Comparison
Artisan Small Cap Fund (ARTSX) and Fidelity Small Cap Growth Fund (FCPGX) have volatilities of 6.94% and 6.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.