CGIAX vs. APHIX
Compare and contrast key facts about American Funds International Growth and Income Fund (CGIAX) and Artisan International Fund Institutional Class (APHIX).
CGIAX is managed by American Funds. It was launched on Oct 1, 2008. APHIX is an actively managed fund by Artisan Partners. It was launched on Jul 1, 1997.
Performance
CGIAX vs. APHIX - Performance Comparison
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CGIAX vs. APHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CGIAX American Funds International Growth and Income Fund | -0.75% | 35.04% | 3.26% | 15.22% | -15.49% | 9.79% | 7.73% | 27.06% | -14.45% | 26.00% |
APHIX Artisan International Fund Institutional Class | 3.79% | 36.49% | 10.89% | 14.52% | -19.35% | 9.10% | 7.84% | 29.43% | -10.81% | 31.25% |
Returns By Period
In the year-to-date period, CGIAX achieves a -0.75% return, which is significantly lower than APHIX's 3.79% return. Over the past 10 years, CGIAX has underperformed APHIX with an annualized return of 8.48%, while APHIX has yielded a comparatively higher 9.34% annualized return.
CGIAX
- 1D
- -0.02%
- 1M
- -10.90%
- YTD
- -0.75%
- 6M
- 4.93%
- 1Y
- 24.81%
- 3Y*
- 14.05%
- 5Y*
- 7.15%
- 10Y*
- 8.48%
APHIX
- 1D
- -0.57%
- 1M
- -8.93%
- YTD
- 3.79%
- 6M
- 5.56%
- 1Y
- 29.58%
- 3Y*
- 18.43%
- 5Y*
- 9.55%
- 10Y*
- 9.34%
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CGIAX vs. APHIX - Expense Ratio Comparison
CGIAX has a 0.93% expense ratio, which is lower than APHIX's 0.96% expense ratio.
Return for Risk
CGIAX vs. APHIX — Risk / Return Rank
CGIAX
APHIX
CGIAX vs. APHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Growth and Income Fund (CGIAX) and Artisan International Fund Institutional Class (APHIX). 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.
| CGIAX | APHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 1.86 | -0.21 |
Sortino ratioReturn per unit of downside risk | 2.12 | 2.39 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.35 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.07 | 2.53 | -0.47 |
Martin ratioReturn relative to average drawdown | 8.18 | 10.66 | -2.47 |
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
| CGIAX | APHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 1.86 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.62 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.58 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.29 | +0.14 |
Correlation
The correlation between CGIAX and APHIX is 0.90, 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
CGIAX vs. APHIX - Dividend Comparison
CGIAX's dividend yield for the trailing twelve months is around 8.30%, less than APHIX's 21.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGIAX American Funds International Growth and Income Fund | 8.30% | 8.13% | 3.34% | 2.27% | 3.99% | 6.90% | 1.35% | 2.36% | 2.74% | 1.80% | 2.29% | 3.17% |
APHIX Artisan International Fund Institutional Class | 21.80% | 22.63% | 10.37% | 2.10% | 2.84% | 23.52% | 3.45% | 5.44% | 10.02% | 0.91% | 1.50% | 0.73% |
Drawdowns
CGIAX vs. APHIX - Drawdown Comparison
The maximum CGIAX drawdown since its inception was -35.78%, smaller than the maximum APHIX drawdown of -68.47%. Use the drawdown chart below to compare losses from any high point for CGIAX and APHIX.
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Drawdown Indicators
| CGIAX | APHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.78% | -68.47% | +32.69% |
Max Drawdown (1Y)Largest decline over 1 year | -10.90% | -9.77% | -1.13% |
Max Drawdown (5Y)Largest decline over 5 years | -30.60% | -33.73% | +3.13% |
Max Drawdown (10Y)Largest decline over 10 years | -35.78% | -33.73% | -2.05% |
Current DrawdownCurrent decline from peak | -10.90% | -9.77% | -1.13% |
Average DrawdownAverage peak-to-trough decline | -7.99% | -23.20% | +15.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 2.59% | +0.16% |
Volatility
CGIAX vs. APHIX - Volatility Comparison
American Funds International Growth and Income Fund (CGIAX) and Artisan International Fund Institutional Class (APHIX) have volatilities of 5.77% and 6.04%, 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.
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Volatility by Period
| CGIAX | APHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 6.04% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | 10.13% | -0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.41% | 15.33% | -0.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.40% | 15.61% | -1.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.81% | 16.16% | -0.35% |