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ARTTX vs VINIX

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

ARTTX VINIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family Artisan Vanguard
Net Assets $348.70M $125.18B
Expense Ratio 1.30% 0.04%
Management Style active passive (index-based)
Dividend Yield 0.00% 1.36%
Minimum Investment $1,000.00 $5,000,000.00
YTD Return 12.45% 17.97%
1-Year Return 5.79% 5.48%
3-Year Return 22.91% 18.33%
5-Year Return N/A 17.32%
10-Year Return N/A 15.32%

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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VINIX 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.

VINIX performance & returns

YTD Return 17.97%
1-Month Return 2.37%
3-Month Return 5.48%
1-Year Return 5.48%
3-Year Return 18.33%
5-Year Return 17.32%
10-Year Return 15.32%
VINIX expense ratio is 0.04%.

VINIX 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 VINIX comparisons

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