ARTLX vs VEIRX

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 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 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.

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?

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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 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%

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

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