Interact to see
Advertisement
Advertisement
APHLX vs VIVAX
APHLX vs VIVAX Comparison
Open Charts APHLX vs VIVAX
Artisan Value Institutional
Price$15.30
Change-$0.06 (-0.39%)
VolumeN/A
Net Assets316.78M
Vanguard Value Index I
Price$72.04
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
APHLX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APHLX vs. VIVAX commentary
Nov 20, 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: 208B vs. APHLX (317M). VIVAX pays higher dividends than APHLX: VIVAX (1.98) vs APHLX (1.35). 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 : 5.05 vs. APHLX (-1.59). VIVAX return over 5 years is better than : 62.93 vs. APHLX (15.28).
| 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 | 7.218 | 9.329 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 208B | 0% |
| Annual Yield % from dividends | 1.35 | 1.98 | 68% |
| Returns for 1 year | -1.59 | 5.05 | -32% |
| Returns for 3 years | 13.91 | 30.23 | 46% |
| Returns for 5 years | 15.28 | 62.93 | 24% |
| Returns for 10 years | 44.24 | 123.10 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement