IGAAX vs. ARTKX
Compare and contrast key facts about American Funds International Growth and Income Fund Class A (IGAAX) and Artisan International Value Fund (ARTKX).
IGAAX is managed by American Funds. It was launched on Oct 1, 2008. ARTKX is managed by Artisan Partners Funds. It was launched on Sep 23, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IGAAX or ARTKX.
Correlation
The correlation between IGAAX and ARTKX 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.
Performance
IGAAX vs. ARTKX - Performance Comparison
Key characteristics
IGAAX:
0.70
ARTKX:
0.93
IGAAX:
1.02
ARTKX:
1.29
IGAAX:
1.13
ARTKX:
1.17
IGAAX:
0.80
ARTKX:
0.82
IGAAX:
2.10
ARTKX:
2.11
IGAAX:
3.93%
ARTKX:
4.26%
IGAAX:
11.89%
ARTKX:
9.71%
IGAAX:
-35.79%
ARTKX:
-54.90%
IGAAX:
-2.61%
ARTKX:
-4.21%
Returns By Period
The year-to-date returns for both stocks are quite close, with IGAAX having a 6.69% return and ARTKX slightly lower at 6.52%. Over the past 10 years, IGAAX has underperformed ARTKX with an annualized return of 3.94%, while ARTKX has yielded a comparatively higher 4.43% annualized return.
IGAAX
6.69%
3.38%
-0.02%
6.93%
3.98%
3.94%
ARTKX
6.52%
3.65%
-2.31%
7.88%
7.70%
4.43%
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IGAAX vs. ARTKX - Expense Ratio Comparison
IGAAX has a 0.91% expense ratio, which is lower than ARTKX's 1.25% expense ratio.
Risk-Adjusted Performance
IGAAX vs. ARTKX — Risk-Adjusted Performance Rank
IGAAX
ARTKX
IGAAX vs. ARTKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds International Growth and Income Fund Class A (IGAAX) and Artisan International Value Fund (ARTKX). 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
IGAAX vs. ARTKX - Dividend Comparison
IGAAX's dividend yield for the trailing twelve months is around 2.46%, more than ARTKX's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGAAX American Funds International Growth and Income Fund Class A | 2.46% | 2.62% | 2.29% | 2.84% | 2.52% | 1.37% | 2.40% | 2.81% | 1.85% | 2.35% | 3.25% | 7.19% |
ARTKX Artisan International Value Fund | 1.44% | 1.53% | 1.03% | 0.45% | 2.54% | 0.22% | 1.39% | 1.18% | 1.05% | 0.80% | 0.87% | 1.60% |
Drawdowns
IGAAX vs. ARTKX - Drawdown Comparison
The maximum IGAAX drawdown since its inception was -35.79%, smaller than the maximum ARTKX drawdown of -54.90%. Use the drawdown chart below to compare losses from any high point for IGAAX and ARTKX. For additional features, visit the drawdowns tool.
Volatility
IGAAX vs. ARTKX - Volatility Comparison
American Funds International Growth and Income Fund Class A (IGAAX) has a higher volatility of 2.94% compared to Artisan International Value Fund (ARTKX) at 2.26%. This indicates that IGAAX's price experiences larger fluctuations and is considered to be riskier than ARTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.