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APHKX vs IVIAX
APHKX vs IVIAX Comparison
Open Charts APHKX vs IVIAX
Artisan International Value Instl
Price$53.04
Change+$0.39 (+0.74%)
VolumeN/A
Net Assets39.54B
Macquarie International Core Eq A
Price$24.33
Change+$0.25 (+1.04%)
VolumeN/A
Net Assets1.53B
APHKX vs IVIAX Comparison Chart in %
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APHKX vs. IVIAX commentary
Aug 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APHKX is a StrongBuy and IVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 39.5B vs. IVIAX (1.53B). APHKX pays higher dividends than IVIAX: APHKX (2.35) vs IVIAX (0.59). APHKX was incepted earlier than IVIAX: APHKX (19 years) vs IVIAX (28 years). IVIAX (1.26) is less costly to investors than APHKX (0.97). IVIAX is a more actively managed with annual turnover of: 84.00 vs. APHKX (14.78). IVIAX has a lower initial minimum investment than APHKX: IVIAX (1000) vs APHKX (1000000). IVIAX annual gain was more profitable for investors over the last year : 22.16 vs. APHKX (11.06). APHKX return over 5 years is better than : 69.12 vs. IVIAX (56.50).
| APHKX | IVIAX | APHKX / IVIAX | |
| Total Expense Ratio | 0.97 | 1.02 | 95% |
| Annual Report Gross Expense Ratio | 0.97 | 1.26 | 77% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 13.705 | 19.206 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.5B | 1.53B | 2,585% |
| Annual Yield % from dividends | 2.35 | 0.59 | 399% |
| Returns for 1 year | 11.06 | 22.16 | 50% |
| Returns for 3 years | 45.89 | 44.31 | 104% |
| Returns for 5 years | 69.12 | 56.50 | 122% |
| Returns for 10 years | 69.11 | 48.10 | 144% |
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