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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% |
Other relevant AMRMX comparisons
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- AMRMX vs DODGX
- AMRMX vs AWSHX
- AMRMX vs VWNAX
- AMRMX vs VEIRX
- AMRMX vs VVIAX
- AMRMX vs VWNEX
- AMRMX vs GSFTX
- AMRMX vs PRFDX
- AMRMX vs VIVIX
- AMRMX vs VWNFX
Or use Finny Compare Wizard to create a comparison you’d like to see.
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
You may also want to check out the following ARTLX comparisons that investors often look for on Finny
- ARTLX vs DODGX
- ARTLX vs AWSHX
- ARTLX vs VWNAX
- ARTLX vs VEIRX
- ARTLX vs AMRMX
- ARTLX vs VVIAX
- ARTLX vs VWNEX
- ARTLX vs GSFTX
- ARTLX vs PRFDX
- ARTLX vs VIVIX
Or use Finny Compare Wizard to create a comparison you’d like to see.
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