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ARTLX vs VEIRX
Both ARTLX and VEIRX are mutual funds. ARTLX has a higher 5-year return than VEIRX (14.25% vs 12.91%). ARTLX has a higher expense ratio than VEIRX (1.08% 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 | Vanguard |
| Net Assets | $107.60M | $42.94B |
| Expense Ratio | 1.08% | 0.19% |
| Management Style | active | active |
| Dividend Yield | 0.36% | 2.38% |
| Minimum Investment | $1,000.00 | $50,000.00 |
| YTD Return | 21.64% | 17.74% |
| 1-Year Return | 9.65% | 9.03% |
| 3-Year Return | 13.74% | 12.48% |
| 5-Year Return | 14.25% | 12.91% |
| 10-Year Return | 11.82% | 13.08% |
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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- ARTLX vs DODGX
- ARTLX vs AWSHX
- ARTLX vs VWNAX
- ARTLX vs VEIRX
- ARTLX vs AMRMX
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- ARTLX vs VWNEX
- ARTLX vs GSFTX
- ARTLX vs PRFDX
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Or use Finny Compare Wizard to create a comparison you’d like to see.
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 | 17.74% |
| 1-Month Return | 1.14% |
| 3-Month Return | 9.03% |
| 1-Year Return | 9.03% |
| 3-Year Return | 12.48% |
| 5-Year Return | 12.91% |
| 10-Year Return | 13.08% |
VEIRX expense ratio is 0.19%.
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% |
Other relevant VEIRX comparisons
You may also want to check out the following VEIRX comparisons that investors often look for on Finny
- VEIRX vs VEIPX
- VEIRX vs VYM
- VEIRX vs DODGX
- VEIRX vs AWSHX
- VEIRX vs VWNAX
- VEIRX vs AMRMX
- VEIRX vs VVIAX
- VEIRX vs VWNEX
- VEIRX vs GSFTX
- VEIRX vs PRFDX
- VEIRX vs VIVIX
- VEIRX vs VWNFX
Or use Finny Compare Wizard to create a comparison you’d like to see.
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