ARTTX vs VIIIX

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

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ARTTX VIIIX
Security Type Mutual fund Mutual fund
Category Large Blend Large Blend
Family Artisan Partners Limited Partnership Vanguard
Net Assets N/A N/A
Expense Ratio N/A N/A
Management Style active passive (index-based)
30-Day Yield N/A N/A
Minimum Investment $1,000 $200,000,000
YTD Return -19.55% -12.59%
1-Year Return -11.44% -5.17%
3-Year Return 11.41% 12.84%
5-Year Return 0.00% 13.35%
10-Year Return 0.00% 13.74%

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

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VIIIX

VIIIX description

VIIIX performance & returns

YTD Return -12.59%
1-Month Return 8.28%
3-Month Return 0.38%
1-Year Return -5.17%
3-Year Return 12.84%
5-Year Return 13.35%
10-Year Return 13.74%
VIIIX expense ratio is N/A.

VIIIX holdings

Top 10 Holdings (26.65% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.59%
Microsoft Corp MSFT 5.82%
Amazon.com Inc AMZN 3.00%
Alphabet Inc Class A GOOGL 1.95%
Alphabet Inc Class C GOOG 1.81%
Tesla Inc TSLA 1.81%
Berkshire Hathaway Inc Class B BRK.B 1.65%
Johnson & Johnson JNJ 1.35%
UnitedHealth Group Inc UNH 1.34%
NVIDIA Corp NVDA 1.33%

VIIIX pros

The following are VIIIX strengths from our perspective:

  • VIIIX 10-year return is 13.74%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 13.21%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

VIIIX cons

The following are VIIIX weaknesses from our perspective:

  • VIIIX net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • VIIIX 3-year return is 12.84%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 16.77%.
  • VIIIX 5-year return is 13.35%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 16.15%.

Other relevant VIIIX comparisons

You may also want to check out the following VIIIX 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.