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APHLX vs VIVAX
APHLX vs VIVAX Comparison
Open Charts APHLX vs VIVAX
Artisan Value Institutional
Price$15.55
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets322.22M
Vanguard Value Index I
Price$71.93
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets202.84B
APHLX vs VIVAX Comparison Chart in %
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APHLX vs. VIVAX commentary
Sep 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. APHLX (322M). VIVAX pays higher dividends than APHLX: VIVAX (1.99) 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 : 6.92 vs. APHLX (3.63). VIVAX return over 5 years is better than : 72.48 vs. APHLX (29.32).
| 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 | 8.970 | 9.041 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 203B | 0% |
| Annual Yield % from dividends | 1.35 | 1.99 | 68% |
| Returns for 1 year | 3.63 | 6.92 | 52% |
| Returns for 3 years | 23.63 | 38.47 | 61% |
| Returns for 5 years | 29.32 | 72.48 | 40% |
| Returns for 10 years | 43.13 | 138.07 | 31% |
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