Both ARTLX and VEIRX are mutual funds. ARTLX has a lower 5-year return than VEIRX (9.39% vs 11.07%). ARTLX has a higher expense ratio than VEIRX (1.05% vs 0.19%). Below is the comparison between ARTLX and VEIRX.
ARTLX | VEIRX | |
---|---|---|
Security Type | Mutual fund | Mutual fund |
Segment | U.S. Equity: Large Value | U.S. Equity: Large Value |
Family | Artisan Partners Funds Inc | Vanguard |
Net Assets | $95.70M | $46.88B |
Expense Ratio | 1.05% | 0.19% |
Management Style | active | active |
Dividend Yield | 1.14% | 2.55% |
Minimum Investment | $1,000.00 | $50,000.00 |
YTD Return | -7.31% | -2.60% |
1-Year Return | -8.17% | -2.41% |
3-Year Return | 13.44% | 12.79% |
5-Year Return | 9.39% | 11.07% |
10-Year Return | 10.38% | 12.32% |
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 | -7.31% |
1-Month Return | -6.00% |
3-Month Return | -8.17% |
1-Year Return | -8.17% |
3-Year Return | 13.44% |
5-Year Return | 9.39% |
10-Year Return | 10.38% |
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 13.44%, which is higher than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 10.61%.
- ARTLX 5-year return is 9.39%, which is higher than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 8.87%.
- ARTLX 10-year return is 10.38%, which is in line with the 10-year return of the benchmark index (Russell 1000 Value TR USD), 11.35%.
- ARTLX 15-year return is 6.67%, which is higher than the 15-year return of the benchmark index (Russell 1000 Value TR USD), 6.47%.
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
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 VEIRX
- ARTLX vs VWNAX
- ARTLX vs AMRMX
- ARTLX vs VVIAX
- ARTLX vs VWNEX
- ARTLX vs GSFTX
- ARTLX vs VIVIX
- ARTLX vs VWNFX
VEIRX
VEIRX description
The Fund seeks to provide an above-average level of current income and reasonable long-term capital appreciation. It invests in common stocks of mid-size and large companies whose stocks typically pay above-average levels of dividend income and are, in the opinion of the advisor, undervalued relative to similar stocks.
VEIRX performance & returns
YTD Return | -2.60% |
1-Month Return | -4.31% |
3-Month Return | -2.41% |
1-Year Return | -2.41% |
3-Year Return | 12.79% |
5-Year Return | 11.07% |
10-Year Return | 12.32% |
VEIRX holdings
Top 10 Holdings (26.86% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
Johnson & Johnson | JNJ | 4.54% |
Procter & Gamble Co | PG | 3.22% |
JPMorgan Chase & Co | JPM | 3.08% |
Verizon Communications Inc | VZ | 2.65% |
Pfizer Inc | PFE | 2.59% |
Comcast Corp Class A | CMCSA | 2.59% |
Cisco Systems Inc | CSCO | 2.31% |
Merck & Co Inc | MRK | 2.06% |
Intel Corp | INTC | 2.00% |
Progressive Corp | PGR | 1.82% |
VEIRX pros
The following are VEIRX strengths from our perspective:
- VEIRX 3-year return is 12.79%, which is higher than the 3-year return of the benchmark index (FTSE High Dividend Yield TR USD), 11.99%.
- VEIRX 5-year return is 11.07%, which is higher than the 5-year return of the benchmark index (FTSE High Dividend Yield TR USD), 10.46%.
- VEIRX 10-year return is 12.32%, which is higher than the 10-year return of the benchmark index (FTSE High Dividend Yield TR USD), 12.11%.
- VEIRX 15-year return is 8.53%, which is higher than the 15-year return of the benchmark index (FTSE High Dividend Yield TR USD), 8.07%.
- VEIRX expense ratio is 0.19%, which is considered low. Nice job picking a low-cost fund.
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
VEIRX cons
None that we could think of.Other relevant VEIRX comparisons
You may also want to check out the following VEIRX comparisons that investors often look for on Finny
- VEIRX vs VINIX
- VEIRX vs SWPPX
- VEIRX vs VDADX
- VEIRX vs VDIGX
- VEIRX vs DODGX
- VEIRX vs AWSHX
- VEIRX vs VWNAX
- VEIRX vs AMRMX
- VEIRX vs VVIAX
- VEIRX vs VWNEX
- VEIRX vs GSFTX
- VEIRX vs VIVIX
- VEIRX vs VWNFX
- VEIRX vs MADVX