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ARTLX vs AWSHX

Both ARTLX and AWSHX are mutual funds. ARTLX has a lower 5-year return than AWSHX (14.25% vs 14.65%). ARTLX has a higher expense ratio than AWSHX (1.08% vs 0.58%). Below is the comparison between ARTLX and AWSHX.

ARTLX AWSHX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Artisan American Funds
Net Assets $107.60M $73.28B
Expense Ratio 1.08% 0.58%
Management Style active active
Dividend Yield 0.36% 1.50%
Minimum Investment $1,000.00 $1,000.00
YTD Return 21.64% 16.06%
1-Year Return 9.65% 8.29%
3-Year Return 13.74% 13.63%
5-Year Return 14.25% 14.65%
10-Year Return 11.82% 13.46%

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%

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AWSHX description

The Fund seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. The Fund invests primarily in common stocks of established companies that are listed on the New York Stock Exchange and have a strong record of earnings and dividends.

AWSHX performance & returns

YTD Return 16.06%
1-Month Return 1.47%
3-Month Return 8.29%
1-Year Return 8.29%
3-Year Return 13.63%
5-Year Return 14.65%
10-Year Return 13.46%
AWSHX expense ratio is 0.58%.

AWSHX holdings

Top 10 Holdings (30.96% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.95%
Broadcom Inc AVGO 4.74%
Comcast Corp Class A CMCSA 4.23%
UnitedHealth Group Inc UNH 3.26%
Johnson & Johnson JNJ 2.47%
Pfizer Inc PFE 2.25%
Marsh & McLennan Companies Inc MMC 2.12%
Intel Corp INTC 2.01%
Verizon Communications Inc VZ 2.00%
The Home Depot Inc HD 1.93%

Other relevant AWSHX comparisons

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