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APHKX vs IVVYX
APHKX vs IVVYX Comparison
Open Charts APHKX vs IVVYX
Artisan International Value Instl
Price$54.36
Change+$0.22 (+0.41%)
VolumeN/A
Net Assets39.51B
Macquarie International Core Eq Y
Price$24.96
Change+$0.18 (+0.73%)
VolumeN/A
Net Assets1.46B
APHKX vs IVVYX Comparison Chart in %
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APHKX vs. IVVYX commentary
Sep 06, 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 IVVYX is a Buy.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 39.5B vs. IVVYX (1.46B). APHKX pays higher dividends than IVVYX: APHKX (2.28) vs IVVYX (0.60). 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 : 17.07 vs. APHKX (8.08). APHKX return over 5 years is better than : 69.49 vs. IVVYX (58.09).
| 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 | 16.535 | 21.283 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.5B | 1.46B | 2,713% |
| Annual Yield % from dividends | 2.28 | 0.60 | 378% |
| Returns for 1 year | 8.08 | 17.07 | 47% |
| Returns for 3 years | 59.21 | 57.15 | 104% |
| Returns for 5 years | 69.49 | 58.09 | 120% |
| Returns for 10 years | 84.55 | 65.59 | 129% |
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