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ARTTX vs VIIIX

Both ARTTX and VIIIX are mutual funds. ARTTX has a higher expense ratio than VIIIX (1.3% vs 0.02%). Below is the comparison between ARTTX and VIIIX.

ARTTX VIIIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family Artisan Vanguard
Net Assets $359.60M $169.99B
Expense Ratio 1.30% 0.02%
Management Style active passive (index-based)
Dividend Yield 0.00% 1.30%
Minimum Investment $1,000.00 $200,000,000.00
YTD Return 14.47% 19.25%
1-Year Return 7.39% 5.36%
3-Year Return 21.74% 17.45%
5-Year Return N/A 17.88%
10-Year Return N/A 16.12%

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 14.47%
1-Month Return 0.56%
3-Month Return 7.39%
1-Year Return 7.39%
3-Year Return 21.74%
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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VIIIX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The Fund employs an indexing investment approach designed to track the performance of the Standard & Poors 500 Index by investing all of its assets in the stocks that make up the Index.

VIIIX performance & returns

YTD Return 19.25%
1-Month Return -0.20%
3-Month Return 5.36%
1-Year Return 5.36%
3-Year Return 17.45%
5-Year Return 17.88%
10-Year Return 16.12%
VIIIX expense ratio is 0.02%.

VIIIX holdings

Top 10 Holdings (28.19% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.73%
Microsoft Corp MSFT 5.76%
Amazon.com Inc AMZN 4.85%
Facebook Inc A FB 2.28%
Alphabet Inc A GOOGL 1.59%
Alphabet Inc Class C GOOG 1.56%
Berkshire Hathaway Inc Class B BRK.B 1.53%
Johnson & Johnson JNJ 1.42%
Procter & Gamble Co PG 1.25%
Visa Inc Class A V 1.22%

Other relevant VIIIX comparisons

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Or use Finny Compare Wizard to create a comparison you’d like to see.

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