ARTLX vs AMRMX

Both AMRMX and ARTLX are mutual funds. AMRMX has a higher 5-year return than ARTLX (10.36% vs 9.12%). AMRMX has a lower expense ratio than ARTLX (0.58% vs 1.05%). 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 Partners Funds Inc
Net Assets $35.81B $95.70M
Expense Ratio 0.58% 1.05%
Management Style active active
Dividend Yield 1.72% 1.14%
Minimum Investment $1,000.00 $1,000.00
YTD Return -6.63% -8.51%
1-Year Return -2.71% -8.57%
3-Year Return 10.86% 12.80%
5-Year Return 10.36% 9.12%
10-Year Return 11.65% 10.73%

AMRMX

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 -6.63%
1-Month Return -7.85%
3-Month Return -2.71%
1-Year Return -2.71%
3-Year Return 10.86%
5-Year Return 10.36%
10-Year Return 11.65%
AMRMX expense ratio is 0.58%.

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%

AMRMX pros

None that we could think of.

AMRMX cons

The following are AMRMX weaknesses from our perspective:

  • AMRMX 3-year return is 10.86%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 13.04%.
  • AMRMX 5-year return is 10.36%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 12.37%.
  • AMRMX 10-year return is 11.65%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.88%.
  • AMRMX 15-year return is 7.6%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 8.67%.
  • AMRMX expense ratio is 0.58%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.25%, while the maximum front-end sales load is 5.75%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.

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ARTLX

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 -8.51%
1-Month Return -7.65%
3-Month Return -8.57%
1-Year Return -8.57%
3-Year Return 12.80%
5-Year Return 9.12%
10-Year Return 10.73%
ARTLX expense ratio is 1.05%.

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%

ARTLX pros

The following are ARTLX strengths from our perspective:

  • ARTLX 3-year return is 12.8%, which is higher than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 9.62%.
  • ARTLX 5-year return is 9.12%, which is higher than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 8.53%.
  • ARTLX 10-year return is 10.73%, which is in line with the 10-year return of the benchmark index (Russell 1000 Value TR USD), 11.63%.
  • ARTLX 15-year return is 6.49%, which is higher than the 15-year return of the benchmark index (Russell 1000 Value TR USD), 6.25%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

ARTLX cons

The following are ARTLX weaknesses from our perspective:

  • ARTLX net assets are $95.70 million. This fund is not a popular choice with retail investors.
  • ARTLX expense ratio is 1.05%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant ARTLX comparisons

You may also want to check out the following ARTLX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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