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APHKX vs IVVYX
APHKX vs IVVYX Comparison
Open Charts APHKX vs IVVYX
Artisan International Value Instl
Price$55.51
Change+$0.22 (+0.40%)
VolumeN/A
Net Assets40.71B
Macquarie International Core Eq Y
Price$25.42
Change+$0.13 (+0.51%)
VolumeN/A
Net Assets1.47B
APHKX vs IVVYX Comparison Chart in %
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APHKX vs. IVVYX commentary
Oct 09, 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 Buy and IVVYX is a Hold.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 40.7B vs. IVVYX (1.47B). APHKX pays higher dividends than IVVYX: APHKX (1.74) vs IVVYX (0.59). APHKX was incepted earlier than IVVYX: APHKX (19 years) vs IVVYX (22 years). IVVYX (1.26) is less costly to investors than APHKX (0.97). IVVYX is a more actively managed with annual turnover of: 84.00 vs. APHKX (14.78). IVVYX has a lower initial minimum investment than APHKX: IVVYX (0) vs APHKX (1000000). IVVYX annual gain was more profitable for investors over the last year : 16.45 vs. APHKX (10.37). APHKX return over 5 years is better than : 72.99 vs. IVVYX (58.49).
| APHKX | IVVYX | APHKX / IVVYX | |
| Total Expense Ratio | 0.97 | 1.02 | 95% |
| Annual Report Gross Expense Ratio | 0.97 | 1.26 | 77% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 19.456 | 22.886 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7B | 1.47B | 2,769% |
| Annual Yield % from dividends | 1.74 | 0.59 | 292% |
| Returns for 1 year | 10.37 | 16.45 | 63% |
| Returns for 3 years | 72.96 | 69.57 | 105% |
| Returns for 5 years | 72.99 | 58.49 | 125% |
| Returns for 10 years | 83.98 | 64.35 | 130% |
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