ARTSX vs VSGIX

Both ARTSX and VSGIX are mutual funds. ARTSX has a higher 5-year return than VSGIX (9.69% vs 8.32%). ARTSX has a higher expense ratio than VSGIX (1.19% vs 0.06%). Below is the comparison between ARTSX and VSGIX.

ARTSX VSGIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Growth U.S. Equity: Small Growth
Family Artisan Partners Limited Partnership Vanguard
Net Assets $636.10M $3.02B
Expense Ratio 1.19% 0.06%
Management Style active passive (index-based)
Dividend Yield 0.00% 0.38%
Minimum Investment N/A $5,000,000.00
YTD Return -33.13% -26.80%
1-Year Return -15.68% -13.58%
3-Year Return 3.48% 5.55%
5-Year Return 9.69% 8.32%
10-Year Return 11.71% 11.05%

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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VSGIX

VSGIX description

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

VSGIX performance & returns
YTD Return -26.80%
1-Month Return -14.71%
3-Month Return -13.58%
1-Year Return -13.58%
3-Year Return 5.55%
5-Year Return 8.32%
10-Year Return 11.05%
VSGIX expense ratio is 0.06%.

VSGIX holdings

Top 10 Holdings (7.80% of Total Assets)

Name Symbol % Assets
Immunomedics Inc N/A 0.97%
Horizon Therapeutics PLC HZNP 0.93%
Insulet Corp PODD 0.85%
Etsy Inc ETSY 0.79%
Catalent Inc CTLT 0.76%
Zebra Technologies Corp ZBRA 0.74%
Teradyne Inc TER 0.72%
Pool Corp POOL 0.70%
HubSpot Inc HUBS 0.69%
Monolithic Power Systems Inc MPWR 0.65%

VSGIX pros

The following are VSGIX strengths from our perspective:

  • VSGIX 3-year return is 5.55%, which is in line with the 3-year return of the benchmark index (CRSP US Small Cap Growth TR USD), 5.56%.
  • VSGIX 5-year return is 8.32%, which is higher than the 5-year return of the benchmark index (CRSP US Small Cap Growth TR USD), 8.31%.
  • VSGIX 10-year return is 11.05%, which is higher than the 10-year return of the benchmark index (CRSP US Small Cap Growth TR USD), 9.79%.
  • VSGIX 15-year return is 8.02%, which is higher than the 15-year return of the benchmark index (CRSP US Small Cap Growth TR USD), 7.88%.
  • VSGIX expense ratio is 0.06%, 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.

VSGIX cons

None that we could think of.

Other relevant VSGIX comparisons

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