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APHLX vs VIVAX
APHLX vs VIVAX Comparison
Open Charts APHLX vs VIVAX
Artisan Value Institutional
Price$14.75
Change-$0.16 (-1.07%)
VolumeN/A
Net Assets323.14M
Vanguard Value Index I
Price$68.50
Change-$0.59 (-0.85%)
VolumeN/A
Net Assets195.18B
APHLX vs VIVAX Comparison Chart in %
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APHLX vs. VIVAX commentary
Aug 02, 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 APHLX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. APHLX (323M). VIVAX pays higher dividends than APHLX: VIVAX (2.06) vs APHLX (1.41). APHLX was incepted earlier than VIVAX: APHLX (14 years) vs VIVAX (33 years). APHLX (0.86) is less costly to investors than VIVAX (0.17). APHLX is a more actively managed with annual turnover of: 25.33 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than APHLX: VIVAX (3000) vs APHLX (1000000). VIVAX annual gain was more profitable for investors over the last year : 6.60 vs. APHLX (1.16). VIVAX return over 5 years is better than : 71.83 vs. APHLX (29.11).
| APHLX | VIVAX | APHLX / VIVAX | |
| Total Expense Ratio | 0.84 | 0.17 | 494% |
| Annual Report Gross Expense Ratio | 0.86 | 0.17 | 506% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 3.364 | 4.634 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 323M | 195B | 0% |
| Annual Yield % from dividends | 1.41 | 2.06 | 69% |
| Returns for 1 year | 1.16 | 6.60 | 18% |
| Returns for 3 years | 12.58 | 29.52 | 43% |
| Returns for 5 years | 29.11 | 71.83 | 41% |
| Returns for 10 years | 27.33 | 112.08 | 24% |
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