PCCOX vs. APHKX
Compare and contrast key facts about T. Rowe Price U.S. Equity Research Fund I Class (PCCOX) and Artisan International Value Fund (APHKX).
PCCOX is a passively managed fund by T. Rowe Price that tracks the performance of the S&P 500 Index. It was launched on Nov 29, 2016. APHKX is an actively managed fund by Artisan. It was launched on Oct 2, 2006.
Performance
PCCOX vs. APHKX - Performance Comparison
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PCCOX vs. APHKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCCOX T. Rowe Price U.S. Equity Research Fund I Class | -7.20% | 17.12% | 26.56% | 29.93% | -18.71% | 28.17% | 19.96% | 33.13% | -4.55% | 23.01% |
APHKX Artisan International Value Fund | -2.01% | 22.84% | 6.64% | 22.95% | -6.78% | 16.94% | 8.81% | 24.22% | -15.48% | 23.52% |
Returns By Period
In the year-to-date period, PCCOX achieves a -7.20% return, which is significantly lower than APHKX's -2.01% return.
PCCOX
- 1D
- -0.43%
- 1M
- -8.17%
- YTD
- -7.20%
- 6M
- -4.20%
- 1Y
- 14.21%
- 3Y*
- 18.22%
- 5Y*
- 12.03%
- 10Y*
- —
APHKX
- 1D
- 0.36%
- 1M
- -9.64%
- YTD
- -2.01%
- 6M
- 2.24%
- 1Y
- 14.06%
- 3Y*
- 12.72%
- 5Y*
- 9.68%
- 10Y*
- 9.94%
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PCCOX vs. APHKX - Expense Ratio Comparison
PCCOX has a 0.34% expense ratio, which is lower than APHKX's 0.97% expense ratio.
Return for Risk
PCCOX vs. APHKX — Risk / Return Rank
PCCOX
APHKX
PCCOX vs. APHKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price U.S. Equity Research Fund I Class (PCCOX) and Artisan International Value Fund (APHKX). 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.
| PCCOX | APHKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.92 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.34 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.27 | -0.31 |
Martin ratioReturn relative to average drawdown | 4.60 | 4.40 | +0.20 |
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
| PCCOX | APHKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.92 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.71 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.62 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.41 | +0.37 |
Correlation
The correlation between PCCOX and APHKX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PCCOX vs. APHKX - Dividend Comparison
PCCOX's dividend yield for the trailing twelve months is around 1.91%, less than APHKX's 7.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCCOX T. Rowe Price U.S. Equity Research Fund I Class | 1.91% | 1.77% | 0.71% | 1.22% | 1.38% | 3.78% | 1.12% | 1.45% | 5.77% | 7.18% | 0.00% | 0.00% |
APHKX Artisan International Value Fund | 7.28% | 7.10% | 4.34% | 3.10% | 2.28% | 10.00% | 0.98% | 3.92% | 5.69% | 4.15% | 3.31% | 6.40% |
Drawdowns
PCCOX vs. APHKX - Drawdown Comparison
The maximum PCCOX drawdown since its inception was -34.42%, smaller than the maximum APHKX drawdown of -56.33%. Use the drawdown chart below to compare losses from any high point for PCCOX and APHKX.
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Drawdown Indicators
| PCCOX | APHKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.42% | -56.33% | +21.91% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -9.96% | -2.23% |
Max Drawdown (5Y)Largest decline over 5 years | -24.90% | -24.83% | -0.07% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.07% | — |
Current DrawdownCurrent decline from peak | -9.30% | -9.64% | +0.34% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -9.16% | +4.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.88% | -0.25% |
Volatility
PCCOX vs. APHKX - Volatility Comparison
The current volatility for T. Rowe Price U.S. Equity Research Fund I Class (PCCOX) is 4.50%, while Artisan International Value Fund (APHKX) has a volatility of 4.95%. This indicates that PCCOX experiences smaller price fluctuations and is considered to be less risky than APHKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCCOX | APHKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 4.95% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 8.86% | 10.79% | -1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 14.49% | +3.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.26% | 13.81% | +3.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.78% | 16.09% | +2.69% |