ARTLX vs VIVIX

Both ARTLX and VIVIX are mutual funds. ARTLX has a lower 5-year return than VIVIX (9.12% vs 10.53%). ARTLX has a higher expense ratio than VIVIX (1.05% vs 0.04%). Below is the comparison between ARTLX and VIVIX.

ARTLX VIVIX
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 $15.32B
Expense Ratio 1.05% 0.04%
Management Style active passive (index-based)
Dividend Yield 1.14% 2.30%
Minimum Investment $1,000.00 $5,000,000.00
YTD Return -8.51% -6.26%
1-Year Return -8.57% -3.95%
3-Year Return 12.80% 11.13%
5-Year Return 9.12% 10.53%
10-Year Return 10.73% 12.77%

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 -8.51%
1-Month Return -7.65%
3-Month Return -8.57%
1-Year Return -8.57%
3-Year Return 12.80%
5-Year Return 9.12%
10-Year Return 10.73%
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 12.8%, which is higher than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 9.62%.
  • ARTLX 5-year return is 9.12%, which is higher than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 8.53%.
  • ARTLX 10-year return is 10.73%, which is in line with the 10-year return of the benchmark index (Russell 1000 Value TR USD), 11.63%.
  • ARTLX 15-year return is 6.49%, which is higher than the 15-year return of the benchmark index (Russell 1000 Value TR USD), 6.25%.
  • 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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VIVIX

VIVIX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index by investing all of its assets in the stocks that make up the Index.

VIVIX performance & returns

YTD Return -6.26%
1-Month Return -9.05%
3-Month Return -3.95%
1-Year Return -3.95%
3-Year Return 11.13%
5-Year Return 10.53%
10-Year Return 12.77%
VIVIX expense ratio is 0.04%.

VIVIX holdings

Top 10 Holdings (22.65% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 3.25%
Johnson & Johnson JNJ 3.12%
Procter & Gamble Co PG 2.75%
UnitedHealth Group Inc UNH 2.36%
JPMorgan Chase & Co JPM 2.33%
Verizon Communications Inc VZ 1.96%
The Walt Disney Co DIS 1.78%
Intel Corp INTC 1.75%
Comcast Corp Class A CMCSA 1.68%
Merck & Co Inc MRK 1.67%

VIVIX pros

The following are VIVIX strengths from our perspective:

  • VIVIX 5-year return is 10.53%, which is in line with the 5-year return of the benchmark index (CRSP US Large Cap Value TR USD), 10.54%.
  • VIVIX 10-year return is 12.77%, which is higher than the 10-year return of the benchmark index (CRSP US Large Cap Value TR USD), 12.1%.
  • VIVIX 15-year return is 7.08%, which is in line with the 15-year return of the benchmark index (CRSP US Large Cap Value TR USD), 7.52%.
  • VIVIX expense ratio is 0.04%, 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.

VIVIX cons

None that we could think of.

Other relevant VIVIX comparisons

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