ARTSX vs FCPGX

Both ARTSX and FCPGX are mutual funds. ARTSX has a lower 5-year return than FCPGX (9.69% vs 11.11%). ARTSX has a higher expense ratio than FCPGX (1.19% vs 1%). Below is the comparison between ARTSX and FCPGX.

ARTSX FCPGX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Growth U.S. Equity: Small Growth
Family Artisan Partners Limited Partnership Fidelity Investments
Net Assets $636.10M $2.86B
Expense Ratio 1.19% 1.00%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment N/A $2,500.00
YTD Return -33.13% -27.01%
1-Year Return -15.68% -13.63%
3-Year Return 3.48% 7.72%
5-Year Return 9.69% 11.11%
10-Year Return 11.71% 13.56%

ARTSX

ARTSX description

The Fund seeks maximum long-term capital growth by investing in well-managed companies with sustainable growth prospects whose stocks appear undervalued, either because they lack investor recognition or are temporarily out of favor.

ARTSX performance & returns

YTD Return -33.13%
1-Month Return -13.47%
3-Month Return -15.68%
1-Year Return -15.68%
3-Year Return 3.48%
5-Year Return 9.69%
10-Year Return 11.71%
ARTSX expense ratio is 1.19%.

ARTSX holdings

Top 10 Holdings (35.67% of Total Assets)

Name Symbol % Assets
Chegg Inc CHGG 4.82%
Halozyme Therapeutics Inc HALO 3.92%
HubSpot Inc HUBS 3.79%
BlackLine Inc BL 3.69%
Q2 Holdings Inc QTWO 3.60%
NeoGenomics Inc NEO 3.38%
Zynga Inc Class A ZNGA 3.35%
LivePerson Inc LPSN 3.28%
Ascendis Pharma A/S ADR ASND 2.97%
argenx SE ADR ARGX 2.87%

ARTSX pros

The following are ARTSX strengths from our perspective:

  • ARTSX 5-year return is 9.69%, which is higher than the 5-year return of the benchmark index (Russell 2000 TR USD), 6.69%.
  • ARTSX 10-year return is 11.71%, which is higher than the 10-year return of the benchmark index (Russell 2000 TR USD), 10.49%.
  • ARTSX 15-year return is 8.17%, which is higher than the 15-year return of the benchmark index (Russell 2000 TR USD), 6.68%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

ARTSX cons

The following are ARTSX weaknesses from our perspective:

  • ARTSX net assets are $636.10 million. This fund is not a popular choice with retail investors.
  • ARTSX 3-year return is 3.48%, which is lower than the 3-year return of the benchmark index (Russell 2000 TR USD), 6.47%.
  • ARTSX expense ratio is 1.19%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant ARTSX comparisons

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FCPGX

FCPGX description

The Fund seeks capital appreciation. The Fund normally invests at least 80% of its net assets in common stocks of companies with small market capitalizations, which, for the purposes of this Fund, are those companies with market capitalizations similar to companies in the Russell 2000 Index of the S&P SmallCap 600.

FCPGX performance & returns

YTD Return -27.01%
1-Month Return -16.01%
3-Month Return -13.63%
1-Year Return -13.63%
3-Year Return 7.72%
5-Year Return 11.11%
10-Year Return 13.56%
FCPGX expense ratio is 1%.

FCPGX holdings

Top 10 Holdings (13.05% of Total Assets)

Name Symbol % Assets
Williams-Sonoma Inc WSM 1.96%
LHC Group Inc LHCG 1.51%
Insulet Corp PODD 1.45%
Five9 Inc FIVN 1.38%
Molina Healthcare Inc MOH 1.20%
Kornit Digital Ltd KRNT 1.20%
SiTime Corp Ordinary Shares SITM 1.17%
Compass Inc Ser E Pc Perp Pp N/A 1.12%
Generac Holdings Inc GNRC 1.03%
BJ's Wholesale Club Holdings Inc BJ 1.03%

FCPGX pros

The following are FCPGX strengths from our perspective:

  • FCPGX 3-year return is 7.72%, which is higher than the 3-year return of the benchmark index (Russell 2000 Growth TR USD), 3.52%.
  • FCPGX 5-year return is 11.11%, which is higher than the 5-year return of the benchmark index (Russell 2000 Growth TR USD), 6.08%.
  • FCPGX 10-year return is 13.56%, which is higher than the 10-year return of the benchmark index (Russell 2000 Growth TR USD), 10.32%.
  • FCPGX 15-year return is 9.05%, which is higher than the 15-year return of the benchmark index (Russell 2000 Growth TR USD), 7.13%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

FCPGX cons

The following are FCPGX weaknesses from our perspective:

  • FCPGX expense ratio is 1%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant FCPGX comparisons

You may also want to check out the following FCPGX 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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