ARTLX vs VWNAX

Both ARTLX and VWNAX are mutual funds. ARTLX has a lower 5-year return than VWNAX (13.37% vs 16.29%). ARTLX has a higher expense ratio than VWNAX (1.08% vs 0.26%). Below is the comparison between ARTLX and VWNAX.

ARTLX VWNAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Artisan Vanguard
Net Assets $108.60M $44.25B
Expense Ratio 1.08% 0.26%
Management Style active active
Dividend Yield 0.36% 1.20%
Minimum Investment $1,000.00 $50,000.00
YTD Return 23.08% 25.91%
1-Year Return 2.78% 5.42%
3-Year Return 15.73% 19.04%
5-Year Return 13.37% 16.29%
10-Year Return 11.90% 14.36%

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 23.08%
1-Month Return 3.34%
3-Month Return 2.78%
1-Year Return 2.78%
3-Year Return 15.73%
5-Year Return 13.37%
10-Year Return 11.90%
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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VWNAX description

The Fund seeks long-term growth of capital and income. The Fund invests mainly in large- and mid-capitalization companies whose stocks are considered to be undervalued. Undervalued stocks generally trade at prices that are below average in relation to such measures as earnings and book value.

VWNAX performance & returns

YTD Return 25.91%
1-Month Return 4.56%
3-Month Return 5.42%
1-Year Return 5.42%
3-Year Return 19.04%
5-Year Return 16.29%
10-Year Return 14.36%
VWNAX expense ratio is 0.26%.

VWNAX holdings

Top 10 Holdings (24.13% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.02%
Apple Inc AAPL 2.83%
Medtronic PLC MDT 2.65%
Alphabet Inc A GOOGL 2.54%
Danaher Corp DHR 1.87%
Johnson & Johnson JNJ 1.77%
Procter & Gamble Co PG 1.70%
Bank of America Corp BAC 1.68%
Taiwan Semiconductor Manufacturing Co Ltd ADR TSM.TW 1.54%
Intercontinental Exchange Inc ICE 1.53%

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