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ARTTX vs VFIAX

Both ARTTX and VFIAX are mutual funds. ARTTX has a higher expense ratio than VFIAX (1.3% vs 0.04%). Below is the comparison between ARTTX and VFIAX.

ARTTX VFIAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family Artisan Vanguard
Net Assets $348.70M $410.09B
Expense Ratio 1.30% 0.04%
Management Style active passive (index-based)
Dividend Yield 0.00% 1.33%
Minimum Investment $1,000.00 $10,000.00
YTD Return 12.45% 17.97%
1-Year Return 5.79% 5.49%
3-Year Return 22.91% 18.32%
5-Year Return N/A 17.31%
10-Year Return N/A 15.31%

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 12.45%
1-Month Return 4.43%
3-Month Return 5.79%
1-Year Return 5.79%
3-Year Return 22.91%
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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VFIAX description

The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

VFIAX performance & returns

YTD Return 17.97%
1-Month Return 2.37%
3-Month Return 5.49%
1-Year Return 5.49%
3-Year Return 18.32%
5-Year Return 17.31%
10-Year Return 15.31%
VFIAX expense ratio is 0.04%.

VFIAX holdings

Top 10 Holdings (27.80% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.65%
Microsoft Corp MSFT 5.68%
Amazon.com Inc AMZN 4.79%
Facebook Inc A FB 2.25%
Alphabet Inc A GOOGL 1.57%
Alphabet Inc Class C GOOG 1.54%
Berkshire Hathaway Inc Class B BRK.B 1.48%
Johnson & Johnson JNJ 1.40%
Procter & Gamble Co PG 1.24%
Visa Inc Class A V 1.20%

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