RITGX vs. ARTFX
Compare and contrast key facts about American Funds American High-Income Trust® Class R-6 (RITGX) and Artisan High Income Fund (ARTFX).
RITGX is managed by American Funds. It was launched on Aug 4, 2008. ARTFX is managed by Artisan Partners Funds. It was launched on Mar 19, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RITGX or ARTFX.
Correlation
The correlation between RITGX and ARTFX is 0.42, 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.
Performance
RITGX vs. ARTFX - Performance Comparison
Key characteristics
RITGX:
2.04
ARTFX:
2.25
RITGX:
2.89
ARTFX:
3.43
RITGX:
1.45
ARTFX:
1.56
RITGX:
2.12
ARTFX:
2.33
RITGX:
9.23
ARTFX:
10.70
RITGX:
0.90%
ARTFX:
0.74%
RITGX:
4.07%
ARTFX:
3.55%
RITGX:
-21.20%
ARTFX:
-21.42%
RITGX:
-0.81%
ARTFX:
-0.79%
Returns By Period
In the year-to-date period, RITGX achieves a 1.25% return, which is significantly higher than ARTFX's 1.07% return. Over the past 10 years, RITGX has underperformed ARTFX with an annualized return of 5.19%, while ARTFX has yielded a comparatively higher 6.14% annualized return.
RITGX
1.25%
3.24%
1.78%
7.97%
8.16%
5.19%
ARTFX
1.07%
2.72%
1.88%
7.84%
8.14%
6.14%
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RITGX vs. ARTFX - Expense Ratio Comparison
RITGX has a 0.32% expense ratio, which is lower than ARTFX's 0.96% expense ratio.
Risk-Adjusted Performance
RITGX vs. ARTFX — Risk-Adjusted Performance Rank
RITGX
ARTFX
RITGX vs. ARTFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American High-Income Trust® Class R-6 (RITGX) and Artisan High Income Fund (ARTFX). 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
RITGX vs. ARTFX - Dividend Comparison
RITGX's dividend yield for the trailing twelve months is around 6.76%, more than ARTFX's 6.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RITGX American Funds American High-Income Trust® Class R-6 | 6.76% | 6.65% | 6.80% | 5.95% | 4.66% | 6.18% | 6.57% | 6.69% | 5.81% | 5.95% | 7.28% | 6.70% |
ARTFX Artisan High Income Fund | 6.32% | 7.12% | 7.25% | 7.30% | 7.47% | 5.83% | 6.15% | 7.00% | 7.82% | 6.53% | 7.31% | 3.85% |
Drawdowns
RITGX vs. ARTFX - Drawdown Comparison
The maximum RITGX drawdown since its inception was -21.20%, roughly equal to the maximum ARTFX drawdown of -21.42%. Use the drawdown chart below to compare losses from any high point for RITGX and ARTFX. For additional features, visit the drawdowns tool.
Volatility
RITGX vs. ARTFX - Volatility Comparison
American Funds American High-Income Trust® Class R-6 (RITGX) has a higher volatility of 1.23% compared to Artisan High Income Fund (ARTFX) at 1.11%. This indicates that RITGX's price experiences larger fluctuations and is considered to be riskier than ARTFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.