DGSCX vs. ARTHX
Compare and contrast key facts about Virtus Global Small-Cap Fund (DGSCX) and Artisan Global Equity Fund (ARTHX).
DGSCX is managed by Allianz. It was launched on Dec 30, 1996. ARTHX is managed by Artisan. It was launched on Mar 28, 2010.
Performance
DGSCX vs. ARTHX - Performance Comparison
Loading graphics...
DGSCX vs. ARTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DGSCX Virtus Global Small-Cap Fund | -7.70% | -0.96% | 9.71% | 24.03% | -24.11% | 11.23% | 29.79% | 23.02% | -16.82% | 26.86% |
ARTHX Artisan Global Equity Fund | 0.31% | 45.58% | 16.80% | 11.89% | -20.62% | 4.95% | 29.46% | 31.13% | -3.75% | 31.35% |
Returns By Period
In the year-to-date period, DGSCX achieves a -7.70% return, which is significantly lower than ARTHX's 0.31% return. Over the past 10 years, DGSCX has underperformed ARTHX with an annualized return of 6.40%, while ARTHX has yielded a comparatively higher 13.42% annualized return.
DGSCX
- 1D
- 0.48%
- 1M
- -9.61%
- YTD
- -7.70%
- 6M
- -12.53%
- 1Y
- -10.02%
- 3Y*
- 5.18%
- 5Y*
- -0.72%
- 10Y*
- 6.40%
ARTHX
- 1D
- -1.10%
- 1M
- -9.94%
- YTD
- 0.31%
- 6M
- 1.11%
- 1Y
- 36.09%
- 3Y*
- 22.10%
- 5Y*
- 9.96%
- 10Y*
- 13.42%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DGSCX vs. ARTHX - Expense Ratio Comparison
Both DGSCX and ARTHX have an expense ratio of 1.28%.
Return for Risk
DGSCX vs. ARTHX — Risk / Return Rank
DGSCX
ARTHX
DGSCX vs. ARTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Global Small-Cap Fund (DGSCX) and Artisan Global Equity Fund (ARTHX). 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.
| DGSCX | ARTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.70 | 2.17 | -2.87 |
Sortino ratioReturn per unit of downside risk | -0.91 | 2.79 | -3.71 |
Omega ratioGain probability vs. loss probability | 0.89 | 1.42 | -0.54 |
Calmar ratioReturn relative to maximum drawdown | -0.68 | 2.83 | -3.51 |
Martin ratioReturn relative to average drawdown | -1.77 | 13.17 | -14.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DGSCX | ARTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.70 | 2.17 | -2.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.57 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.77 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.71 | -0.34 |
Correlation
The correlation between DGSCX and ARTHX is 0.83, 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
DGSCX vs. ARTHX - Dividend Comparison
DGSCX's dividend yield for the trailing twelve months is around 4.99%, less than ARTHX's 23.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGSCX Virtus Global Small-Cap Fund | 4.99% | 4.61% | 14.50% | 0.84% | 2.64% | 30.56% | 4.16% | 7.03% | 21.96% | 7.99% | 0.00% | 0.00% |
ARTHX Artisan Global Equity Fund | 23.31% | 23.39% | 11.32% | 0.89% | 0.88% | 18.02% | 11.98% | 8.76% | 18.13% | 0.66% | 0.00% | 2.17% |
Drawdowns
DGSCX vs. ARTHX - Drawdown Comparison
The maximum DGSCX drawdown since its inception was -68.18%, which is greater than ARTHX's maximum drawdown of -37.42%. Use the drawdown chart below to compare losses from any high point for DGSCX and ARTHX.
Loading graphics...
Drawdown Indicators
| DGSCX | ARTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.18% | -37.42% | -30.76% |
Max Drawdown (1Y)Largest decline over 1 year | -16.85% | -10.30% | -6.55% |
Max Drawdown (5Y)Largest decline over 5 years | -37.49% | -37.42% | -0.07% |
Max Drawdown (10Y)Largest decline over 10 years | -40.29% | -37.42% | -2.87% |
Current DrawdownCurrent decline from peak | -17.64% | -10.16% | -7.48% |
Average DrawdownAverage peak-to-trough decline | -19.73% | -7.19% | -12.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.48% | 2.52% | +3.96% |
Volatility
DGSCX vs. ARTHX - Volatility Comparison
The current volatility for Virtus Global Small-Cap Fund (DGSCX) is 4.08%, while Artisan Global Equity Fund (ARTHX) has a volatility of 5.92%. This indicates that DGSCX experiences smaller price fluctuations and is considered to be less risky than ARTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DGSCX | ARTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.08% | 5.92% | -1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 8.37% | 10.35% | -1.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.81% | 16.18% | -1.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.99% | 17.54% | +0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.24% | 17.50% | +1.74% |