WVCCX vs. ARTJX
Compare and contrast key facts about abrdn International Small Cap Fund (WVCCX) and Artisan International Small-Mid Fund (ARTJX).
WVCCX is managed by Aberdeen. It was launched on Sep 29, 1996. ARTJX is managed by Artisan Partners Funds. It was launched on Dec 20, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WVCCX or ARTJX.
Correlation
The correlation between WVCCX and ARTJX is 0.63, 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
WVCCX vs. ARTJX - Performance Comparison
Key characteristics
WVCCX:
0.88
ARTJX:
0.08
WVCCX:
1.30
ARTJX:
0.23
WVCCX:
1.17
ARTJX:
1.03
WVCCX:
0.52
ARTJX:
0.03
WVCCX:
3.22
ARTJX:
0.22
WVCCX:
4.71%
ARTJX:
5.77%
WVCCX:
17.38%
ARTJX:
16.63%
WVCCX:
-73.59%
ARTJX:
-69.13%
WVCCX:
-18.19%
ARTJX:
-39.47%
Returns By Period
In the year-to-date period, WVCCX achieves a 5.16% return, which is significantly higher than ARTJX's 1.35% return. Over the past 10 years, WVCCX has outperformed ARTJX with an annualized return of 6.65%, while ARTJX has yielded a comparatively lower -3.96% annualized return.
WVCCX
5.16%
2.29%
3.80%
14.90%
10.13%
6.65%
ARTJX
1.35%
0.06%
-2.20%
2.79%
5.68%
-3.96%
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WVCCX vs. ARTJX - Expense Ratio Comparison
WVCCX has a 1.35% expense ratio, which is higher than ARTJX's 1.28% expense ratio.
Risk-Adjusted Performance
WVCCX vs. ARTJX — Risk-Adjusted Performance Rank
WVCCX
ARTJX
WVCCX vs. ARTJX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn International Small Cap Fund (WVCCX) and Artisan International Small-Mid Fund (ARTJX). 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
WVCCX vs. ARTJX - Dividend Comparison
WVCCX's dividend yield for the trailing twelve months is around 2.16%, while ARTJX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WVCCX abrdn International Small Cap Fund | 2.16% | 2.27% | 0.63% | 1.59% | 14.55% | 0.00% | 5.22% | 18.23% | 3.29% | 0.88% | 12.51% | 7.67% |
ARTJX Artisan International Small-Mid Fund | 0.00% | 0.00% | 0.00% | 0.03% | 0.00% | 0.54% | 0.14% | 0.00% | 0.00% | 0.00% | 0.13% | 0.00% |
Drawdowns
WVCCX vs. ARTJX - Drawdown Comparison
The maximum WVCCX drawdown since its inception was -73.59%, which is greater than ARTJX's maximum drawdown of -69.13%. Use the drawdown chart below to compare losses from any high point for WVCCX and ARTJX. For additional features, visit the drawdowns tool.
Volatility
WVCCX vs. ARTJX - Volatility Comparison
abrdn International Small Cap Fund (WVCCX) has a higher volatility of 10.28% compared to Artisan International Small-Mid Fund (ARTJX) at 9.03%. This indicates that WVCCX's price experiences larger fluctuations and is considered to be riskier than ARTJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.