ARTZX vs VEMIX

Both ARTZX and VEMIX are mutual funds. ARTZX has a lower 5-year return than VEMIX (1.73% vs 3.55%). ARTZX has a higher expense ratio than VEMIX (1.35% vs 0.1%). Below is the comparison between ARTZX and VEMIX.

ARTZX VEMIX
Security Type Mutual fund Mutual fund
Segment International Equity: Diversified Emerging Market International Equity: Diversified Emerging Market
Family Artisan Partners Funds Inc Vanguard
Net Assets $49.40M $6.78B
Expense Ratio 1.35% 0.10%
Management Style active passive (index-based)
Dividend Yield 1.35% 3.10%
Minimum Investment $1,000.00 $5,000,000.00
YTD Return -25.18% -14.29%
1-Year Return -20.96% -14.61%
3-Year Return 1.18% 4.54%
5-Year Return 1.73% 3.55%
10-Year Return 3.39% 3.89%

ARTZX

ARTZX description

The Fund seeks maximum long-term capital growth. Under normal market conditions, the Fund invests no less than 80% of its net assets in equity securities of foreign companies domiciled, headquartered, or whose primary business activities or principal trading markets are located in emerging markets.

ARTZX performance & returns

YTD Return -25.18%
1-Month Return -5.93%
3-Month Return -20.96%
1-Year Return -20.96%
3-Year Return 1.18%
5-Year Return 1.73%
10-Year Return 3.39%
ARTZX expense ratio is 1.35%.

ARTZX holdings

Top 10 Holdings (45.93% of Total Assets)

Name Symbol % Assets
Alibaba Group Holding Ltd ADR BABA 10.37%
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 8.21%
Samsung Electronics Co Ltd 005930.KS 7.07%
Reliance Industries Ltd RELIANCE.B 3.84%
Prosus NV Ordinary Shares - Class N PRX 3.32%
MercadoLibre Inc MELI.SA 3.17%
Polyus PJSC ADR PLZL 3.03%
Sino Biopharmaceutical Ltd 01177.HK 2.62%
MediaTek Inc 2454.TW 2.27%
Zhuzhou CRRC Times Electric Co Ltd Class H 03898 2.03%

ARTZX pros

The following are ARTZX strengths from our perspective:

  • ARTZX 10-year return is 3.39%, which is in line with the 10-year return of the benchmark index (MSCI EM NR USD), 3.75%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

ARTZX cons

The following are ARTZX weaknesses from our perspective:

  • ARTZX net assets are $49.40 million. This fund is not a popular choice with retail investors.
  • ARTZX 3-year return is 1.18%, which is lower than the 3-year return of the benchmark index (MSCI EM NR USD), 3.74%.
  • ARTZX 5-year return is 1.73%, which is lower than the 5-year return of the benchmark index (MSCI EM NR USD), 3.14%.
  • ARTZX expense ratio is 1.35%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

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VEMIX

VEMIX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in emerging market countries. The Fund employs an indexing investment approach designed to track the FTSE Emerging Markets All Cap China A Inclusion Index by sampling the Index.

VEMIX performance & returns

YTD Return -14.29%
1-Month Return -5.93%
3-Month Return -14.61%
1-Year Return -14.61%
3-Year Return 4.54%
5-Year Return 3.55%
10-Year Return 3.89%
VEMIX expense ratio is 0.1%.

VEMIX holdings

Top 10 Holdings (26.95% of Total Assets)

Name Symbol % Assets
Alibaba Group Holding Ltd ADR BABA 8.02%
Tencent Holdings Ltd 00700 6.00%
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 3.80%
Taiwan Semiconductor Manufacturing Co Ltd ADR TSM.TW 1.95%
Meituan 03690 1.75%
Reliance Industries Ltd RELIANCE.B 1.47%
Naspers Ltd Class N NPN.JO 1.15%
JD.com Inc ADR JD 1.03%
China Construction Bank Corp Class H 00939 0.92%
Ping An Insurance (Group) Co. of China Ltd Class H 02318 0.86%

VEMIX pros

The following are VEMIX strengths from our perspective:

  • VEMIX 3-year return is 4.54%, which is in line with the 3-year return of the benchmark index (FTSE Emerging Markets All Cap China A Inclusion (US RIC) NR USD), 4.82%.
  • VEMIX 5-year return is 3.55%, which is in line with the 5-year return of the benchmark index (FTSE Emerging Markets All Cap China A Inclusion (US RIC) NR USD), 3.82%.
  • VEMIX 10-year return is 3.89%, which is in line with the 10-year return of the benchmark index (FTSE Emerging Markets All Cap China A Inclusion (US RIC) NR USD), 4.19%.
  • VEMIX expense ratio is 0.1%, which is considered low. Nice job picking a low-cost fund.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

VEMIX cons

The following are VEMIX weaknesses from our perspective:

  • VEMIX 15-year return is 2.53%, which is lower than the 15-year return of the benchmark index (FTSE Emerging Markets All Cap China A Inclusion (US RIC) NR USD), 2.9%.

Other relevant VEMIX comparisons

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

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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