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ARTLX vs AMRMX

Both AMRMX and ARTLX are mutual funds. AMRMX has a lower 5-year return than ARTLX (12.31% vs 14.25%). AMRMX has a lower expense ratio than ARTLX (0.6% vs 1.08%). Below is the comparison between AMRMX and ARTLX.

AMRMX ARTLX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family American Funds Artisan
Net Assets $33.94B $107.60M
Expense Ratio 0.60% 1.08%
Management Style active active
Dividend Yield 1.70% 0.36%
Minimum Investment $1,000.00 $1,000.00
YTD Return 14.14% 21.64%
1-Year Return 7.79% 9.65%
3-Year Return 11.79% 13.74%
5-Year Return 12.31% 14.25%
10-Year Return 11.87% 11.82%

AMRMX description

The Fund seeks current income, growth of capital and conservation of principal. The Fund seeks to invest primarily in common stocks of companies that are likely to participate in the growth of the American economy and whose dividends appear to be sustainable in the United States and Canada.

AMRMX performance & returns

YTD Return 14.14%
1-Month Return 0.82%
3-Month Return 7.79%
1-Year Return 7.79%
3-Year Return 11.79%
5-Year Return 12.31%
10-Year Return 11.87%
AMRMX expense ratio is 0.6%.

AMRMX holdings

Top 10 Holdings (25.00% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.30%
Comcast Corp Class A CMCSA 3.09%
Gilead Sciences Inc GILD 2.98%
Amgen Inc AMGN 2.64%
UnitedHealth Group Inc UNH 2.28%
The Home Depot Inc HD 2.15%
Abbott Laboratories ABT 2.14%
Procter & Gamble Co PG 1.95%
Verizon Communications Inc VZ 1.75%
Apple Inc AAPL 1.72%

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ARTLX description

The Fund seeks maximum long-term capital growth. The Fund invests in common stocks and other equity securities of larger U.S. companies. In addition, the Fund may invest up to 25% of its net assets at market value at the time of purchase in common stocks and other equity securities of non-U.S. companies.

ARTLX performance & returns

YTD Return 21.64%
1-Month Return 3.38%
3-Month Return 9.65%
1-Year Return 9.65%
3-Year Return 13.74%
5-Year Return 14.25%
10-Year Return 11.82%
ARTLX expense ratio is 1.08%.

ARTLX holdings

Top 10 Holdings (41.37% of Total Assets)

Name Symbol % Assets
Alphabet Inc Class C GOOG 6.24%
FedEx Corp FDX 5.49%
Berkshire Hathaway Inc Class B BRK.B 5.03%
Comcast Corp Class A CMCSA 4.40%
Booking Holdings Inc BKNG 4.20%
AutoNation Inc AN 3.47%
Goldman Sachs Group Inc GS 3.16%
Fresenius Medical Care AG & Co. KGaA FME.DE 3.16%
E*TRADE Financial Corp N/A 3.16%
Samsung Electronics Co Ltd Participating Preferred 005935.KS 3.06%

Other relevant ARTLX comparisons

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