APHLX
Price
$14.75
Change
-$0.16 (-1.07%)
Updated
Aug 1 closing price
Net Assets
323.14M
VIVIX
Price
$68.48
Change
-$0.59 (-0.85%)
Updated
Aug 1 closing price
Net Assets
195.18B
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APHLX vs VIVIX

Header iconAPHLX vs VIVIX Comparison
Open Charts APHLX vs VIVIXBanner chart's image
Artisan Value Institutional
Price$14.75
Change-$0.16 (-1.07%)
VolumeN/A
Net Assets323.14M
Vanguard Value Index I
Price$68.48
Change-$0.59 (-0.85%)
VolumeN/A
Net Assets195.18B
APHLX vs VIVIX Comparison Chart in %
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APHLX vs. VIVIX 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 VIVIX is a Hold.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. APHLX (323M). VIVIX pays higher dividends than APHLX: VIVIX (2.19) vs APHLX (1.41). APHLX was incepted earlier than VIVIX: APHLX (14 years) vs VIVIX (27 years). APHLX (0.86) is less costly to investors than VIVIX (0.04). APHLX is a more actively managed with annual turnover of: 25.33 vs. VIVIX (9.00). APHLX has a lower initial minimum investment than VIVIX: APHLX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 6.61 vs. APHLX (1.16). VIVIX return over 5 years is better than : 71.85 vs. APHLX (29.11).
APHLXVIVIXAPHLX / VIVIX
Total Expense Ratio0.840.042,100%
Annual Report Gross Expense Ratio0.860.042,150%
Fund Existence14 years27 years-
Gain YTD3.3644.65472%
Front LoadN/AN/A-
Min. Initial Investment1000000500000020%
Min. Initial Investment IRAN/AN/A-
Net Assets323M195B0%
Annual Yield % from dividends1.412.1965%
Returns for 1 year1.166.6117%
Returns for 3 years12.5829.5243%
Returns for 5 years29.1171.8541%
Returns for 10 years27.33112.0524%
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