ARTSX vs OTCFX

Both ARTSX and OTCFX are mutual funds. ARTSX has a lower 5-year return than OTCFX (9.69% vs 10.29%). ARTSX has a higher expense ratio than OTCFX (1.19% vs 0.85%). Below is the comparison between ARTSX and OTCFX.

ARTSX OTCFX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Growth U.S. Equity: Small Growth
Family Artisan Partners Limited Partnership T. Rowe Price
Net Assets $636.10M $2.92B
Expense Ratio 1.19% 0.85%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment N/A N/A
YTD Return -33.13% -23.03%
1-Year Return -15.68% -12.91%
3-Year Return 3.48% 8.36%
5-Year Return 9.69% 10.29%
10-Year Return 11.71% 12.43%

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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OTCFX

OTCFX description

The Fund seeks to provide long-term capital growth by investing in stocks of small companies. A small company is defined as having a market capitalization that falls within or below the range of companies in the Russell 2000 Index or S&P Small-Cap 600 Index.

OTCFX performance & returns
YTD Return -23.03%
1-Month Return -12.10%
3-Month Return -12.91%
1-Year Return -12.91%
3-Year Return 8.36%
5-Year Return 10.29%
10-Year Return 12.43%
OTCFX expense ratio is 0.85%.

OTCFX holdings

Top 10 Holdings (13.06% of Total Assets)

Name Symbol % Assets
Boston Beer Co Inc Class A SAM 1.92%
Quidel Corp QDEL 1.46%
FirstService Corp FSV.TO 1.32%
Entegris Inc ENTG 1.32%
T. Rowe Price Gov. Reserve N/A 1.28%
Molina Healthcare Inc MOH 1.24%
Cable One Inc CABO 1.15%
Burlington Stores Inc BURL 1.14%
Catalent Inc CTLT 1.12%
Clarivate PLC Ordinary Shares CCC.L 1.11%

OTCFX pros

The following are OTCFX strengths from our perspective:

  • OTCFX 3-year return is 8.36%, which is higher than the 3-year return of the benchmark index (Russell 2000 TR USD), 6.47%.
  • OTCFX 5-year return is 10.29%, which is higher than the 5-year return of the benchmark index (Russell 2000 TR USD), 6.69%.
  • OTCFX 10-year return is 12.43%, which is higher than the 10-year return of the benchmark index (Russell 2000 TR USD), 10.49%.
  • OTCFX 15-year return is 9.26%, 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.

OTCFX cons

The following are OTCFX weaknesses from our perspective:

  • OTCFX expense ratio is 0.85%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant OTCFX comparisons

You may also want to check out the following OTCFX 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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