ARTTX vs AIVSX

Both AIVSX and ARTTX are mutual funds. Below is the comparison between AIVSX and ARTTX.

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AIVSX ARTTX
Security Type Mutual fund Mutual fund
Category Large Blend Large Blend
Family American Funds Artisan Partners Limited Partnership
Net Assets $75.76B N/A
Expense Ratio 0.57% N/A
Management Style active active
30-Day Yield 0.93% N/A
Minimum Investment $250 $1,000
YTD Return -14.38% -19.55%
1-Year Return -8.15% -11.44%
3-Year Return 9.47% 11.41%
5-Year Return 9.97% 0.00%
10-Year Return 11.59% 0.00%

AIVSX

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 -14.38%
1-Month Return 5.41%
3-Month Return -1.70%
1-Year Return -8.15%
3-Year Return 9.47%
5-Year Return 9.97%
10-Year Return 11.59%
AIVSX expense ratio is 0.57%.

AIVSX holdings

Top 10 Holdings (38.63% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 7.69%
Facebook Inc Class A FB 4.96%
Capital Group Central Cash Fund N/A 4.45%
Comcast Corp Class A CMCSA 3.63%
Broadcom Inc AVGO 3.59%
Amazon.com Inc AMZN 3.38%
Netflix Inc NFLX 3.31%
Alphabet Inc Class A GOOGL 2.80%
Abbott Laboratories ABT 2.55%
The Home Depot Inc HD 2.27%

AIVSX pros

None that we could think of.

AIVSX cons

The following are AIVSX weaknesses from our perspective:

  • AIVSX 3-year return is 9.47%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 16.77%.
  • AIVSX 5-year return is 9.97%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 16.15%.
  • AIVSX 10-year return is 11.59%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.21%.
  • AIVSX expense ratio is 0.57%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.242875308%, while the maximum front-end sales load is 5.75%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.

Other relevant AIVSX comparisons

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ARTTX

ARTTX description

ARTTX performance & returns

YTD Return -19.55%
1-Month Return 7.04%
3-Month Return -1.59%
1-Year Return -11.44%
3-Year Return 11.41%
5-Year Return 0.00%
10-Year Return 0.00%
ARTTX expense ratio is N/A.

ARTTX holdings

Top 10 Holdings (57.65% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 9.84%
Accenture PLC Class A ACN 6.56%
Linde PLC LIN.L 6.28%
Option Call on The Estee Lauder Companies Inc Class A N/A 5.94%
Analog Devices Inc ADI 5.68%
Johnson Controls International PLC JCI 5.57%
Option Call on Analog Devices Inc N/A 4.90%
Option Put on Analog Devices Inc N/A 4.46%
Aon PLC Class A AON 4.32%
Zoetis Inc Class A ZTS 4.10%

ARTTX pros

The following are ARTTX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

ARTTX cons

The following are ARTTX weaknesses from our perspective:

  • ARTTX net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • ARTTX 3-year return is 11.41%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 22.56%.

Other relevant ARTTX comparisons

You may also want to check out the following ARTTX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.