PWJZX vs. ARTKX
Compare and contrast key facts about PGIM Jennison International Opportunities Fund (PWJZX) and Artisan International Value Fund (ARTKX).
PWJZX is managed by PGIM Investments. It was launched on Jun 4, 2012. 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: PWJZX or ARTKX.
Correlation
The correlation between PWJZX and ARTKX is 0.75, 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
PWJZX vs. ARTKX - Performance Comparison
Key characteristics
PWJZX:
0.44
ARTKX:
0.52
PWJZX:
0.73
ARTKX:
0.75
PWJZX:
1.09
ARTKX:
1.10
PWJZX:
0.23
ARTKX:
0.49
PWJZX:
1.85
ARTKX:
1.82
PWJZX:
4.08%
ARTKX:
2.80%
PWJZX:
17.14%
ARTKX:
9.80%
PWJZX:
-48.26%
ARTKX:
-51.94%
PWJZX:
-25.13%
ARTKX:
-10.42%
Returns By Period
In the year-to-date period, PWJZX achieves a 7.04% return, which is significantly higher than ARTKX's 3.41% return. Over the past 10 years, PWJZX has outperformed ARTKX with an annualized return of 9.04%, while ARTKX has yielded a comparatively lower 7.10% annualized return.
PWJZX
7.04%
0.07%
-3.92%
6.62%
7.55%
9.04%
ARTKX
3.41%
-4.82%
-3.47%
5.95%
8.54%
7.10%
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PWJZX vs. ARTKX - Expense Ratio Comparison
PWJZX has a 0.90% expense ratio, which is lower than ARTKX's 1.25% expense ratio.
Risk-Adjusted Performance
PWJZX vs. ARTKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison International Opportunities Fund (PWJZX) 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
PWJZX vs. ARTKX - Dividend Comparison
PWJZX's dividend yield for the trailing twelve months is around 0.09%, less than ARTKX's 0.88% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
PGIM Jennison International Opportunities Fund | 0.00% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.06% | 0.17% | 0.24% | 0.00% | 0.00% | 0.00% |
Artisan International Value Fund | 0.88% | 1.03% | 0.45% | 2.54% | 0.22% | 1.39% | 1.18% | 1.05% | 0.80% | 0.87% | 1.60% | 1.71% |
Drawdowns
PWJZX vs. ARTKX - Drawdown Comparison
The maximum PWJZX drawdown since its inception was -48.26%, smaller than the maximum ARTKX drawdown of -51.94%. Use the drawdown chart below to compare losses from any high point for PWJZX and ARTKX. For additional features, visit the drawdowns tool.
Volatility
PWJZX vs. ARTKX - Volatility Comparison
PGIM Jennison International Opportunities Fund (PWJZX) has a higher volatility of 4.45% compared to Artisan International Value Fund (ARTKX) at 3.62%. This indicates that PWJZX'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.