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ARTRX vs VHGEX

Both ARTRX and VHGEX are mutual funds. ARTRX has a higher 5-year return than VHGEX (19.63% vs 16.78%). ARTRX has a higher expense ratio than VHGEX (1.14% vs 0.45%). Below is the comparison between ARTRX and VHGEX.

ARTRX VHGEX
Security Type Mutual fund Mutual fund
Segment International Equity: World Large Stock International Equity: World Large Stock
Family Artisan Vanguard
Net Assets $1.50B $8.88B
Expense Ratio 1.14% 0.45%
Management Style active active
Dividend Yield 0.00% 0.61%
Minimum Investment $1,000.00 $3,000.00
YTD Return 5.64% 12.22%
1-Year Return 6.52% 5.44%
3-Year Return 19.33% 15.50%
5-Year Return 19.63% 16.78%
10-Year Return 14.87% 11.94%

ARTRX description

The Fund seeks maximum long-term capital growth. The Fund seeks to identify companies with franchise characteristics that are selling at attractive valuations and are benefiting from an accelerating profit cycle. The Fund looks for companies that are well positioned for long-term growth.

ARTRX performance & returns

YTD Return 5.64%
1-Month Return 3.74%
3-Month Return 6.52%
1-Year Return 6.52%
3-Year Return 19.33%
5-Year Return 19.63%
10-Year Return 14.87%
ARTRX expense ratio is 1.14%.

ARTRX holdings

Top 10 Holdings (36.86% of Total Assets)

Name Symbol % Assets
Techtronic Industries Co Ltd 00669.HK 5.07%
Lowe's Companies Inc LOW 4.83%
Fidelity National Information Services Inc FIS 4.06%
AstraZeneca PLC AZN.L 3.98%
Lonza Group Ltd LONN 3.65%
IHS Markit Ltd INFO 3.17%
Microsoft Corp MSFT 3.10%
Genmab A/S GMAB 3.08%
Advanced Micro Devices Inc AMD 3.03%
Danaher Corp DHR 2.89%

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VHGEX description

The Fund seeks to provide long-term capital appreciation. The Fund invests primarily in U.S. and foreign stocks chosen mainly on the basis of bottom-up stock analysis.

VHGEX performance & returns

YTD Return 12.22%
1-Month Return 3.41%
3-Month Return 5.44%
1-Year Return 5.44%
3-Year Return 15.50%
5-Year Return 16.78%
10-Year Return 11.94%
VHGEX expense ratio is 0.45%.

VHGEX holdings

Top 10 Holdings (18.55% of Total Assets)

Name Symbol % Assets
Vanguard Market Liquidity Inv N/A 3.95%
Amazon.com Inc AMZN 2.87%
Alphabet Inc Class C GOOG 2.06%
Naspers Ltd Class N NPN.JO 1.83%
Facebook Inc A FB 1.62%
Moody's Corporation MCO 1.42%
Microsoft Corp MSFT 1.24%
Anthem Inc ANTM 1.24%
Mastercard Inc A MA 1.16%
Alibaba Group Holding Ltd ADR BABA 1.16%

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