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ARTTX vs AIVSX

Both AIVSX and ARTTX are mutual funds. AIVSX has a lower expense ratio than ARTTX (0.59% vs 1.3%). Below is the comparison between AIVSX and ARTTX.

AIVSX ARTTX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family American Funds Artisan
Net Assets $76.14B $348.70M
Expense Ratio 0.59% 1.30%
Management Style active active
Dividend Yield 1.24% 0.00%
Minimum Investment $1,000.00 $1,000.00
YTD Return 14.06% 8.76%
1-Year Return 2.27% 2.70%
3-Year Return 13.35% 20.82%
5-Year Return 13.58% N/A
10-Year Return 12.93% N/A

AIVSX description

The Fund seeks long-term growth of capital and income. The Fund invests primarily in common stocks, most of which have a history of paying dividends. Although the Fund focuses on investments in medium to larger capitalization companies, its investments are not limited to a particular capitalization size.

AIVSX performance & returns

YTD Return 14.06%
1-Month Return 0.83%
3-Month Return 2.27%
1-Year Return 2.27%
3-Year Return 13.35%
5-Year Return 13.58%
10-Year Return 12.93%
AIVSX expense ratio is 0.59%.

AIVSX holdings

Top 10 Holdings (39.11% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 7.07%
Broadcom Inc AVGO 5.29%
Capital Group Central Cash Fund N/A 4.97%
Facebook Inc A FB 4.57%
Amazon.com Inc AMZN 3.86%
Abbott Laboratories ABT 3.23%
Comcast Corp Class A CMCSA 2.89%
The Home Depot Inc HD 2.53%
Netflix Inc NFLX 2.44%
Apple Inc AAPL 2.26%

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ARTTX description

The Fund seeks maximum long-term capital appreciation. The Fund invests in common stocks and other equity securities of companies across a broad capitalization range. The Fund may invest up to 50% of its total assets at market value at the time of purchase in securities of non-U.S. companies including depositary receipts.

ARTTX performance & returns

YTD Return 8.76%
1-Month Return 2.22%
3-Month Return 2.70%
1-Year Return 2.70%
3-Year Return 20.82%
5-Year Return N/A
10-Year Return N/A
ARTTX expense ratio is 1.3%.

ARTTX holdings

Top 10 Holdings (56.79% of Total Assets)

Name Symbol % Assets
Fidelity National Information Services Inc FIS 7.52%
Aapl Call Usd 115 30/Oct/2020 (Aapl Us 10/30/20 N/A 6.78%
Apple Inc AAPL 6.48%
Microsoft Corp MSFT 5.65%
Tsm Call Usd 80 15/Jan/2021 (Tsm Us 01/15/21 C80 N/A 5.61%
T-Mobile US Inc TMUS 5.59%
IHS Markit Ltd INFO 5.29%
Aon PLC AON 4.82%
Unp Call Usd 175 20/Nov/2020 (Unp Us 11/20/20 C175 N/A 4.55%
Amzn Call Usd 3175 23/Oct/2020 (Amzn Us 10/23/20 N/A 4.50%

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