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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%

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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

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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