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APDWX vs VVIAX
APDWX vs VVIAX Comparison
Open Charts APDWX vs VVIAX
Artisan Value Income Advisor
Price$10.64
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets16.24M
Vanguard Value Index Adm
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
APDWX vs VVIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. APDWX (16.2M). APDWX pays higher dividends than VVIAX: APDWX (2.43) vs VVIAX (2.18). APDWX was incepted earlier than VVIAX: APDWX (3 years) vs VVIAX (25 years). APDWX (4.18) is less costly to investors than VVIAX (0.05). APDWX is a more actively managed with annual turnover of: 29.11 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than APDWX: VVIAX (3000) vs APDWX (250000). VVIAX annual gain was more profitable for investors over the last year : 10.51 vs. APDWX (8.68).
| APDWX | VVIAX | APDWX / VVIAX | |
| Total Expense Ratio | 1.10 | 0.05 | 2,200% |
| Annual Report Gross Expense Ratio | 4.18 | 0.05 | 8,360% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | 4.588 | 4.608 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2M | 196B | 0% |
| Annual Yield % from dividends | 2.43 | 2.18 | 111% |
| Returns for 1 year | 8.68 | 10.51 | 83% |
| Returns for 3 years | 22.76 | 28.85 | 79% |
| Returns for 5 years | N/A | 67.40 | - |
| Returns for 10 years | N/A | 109.93 | - |
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