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APHLX vs VVIAX
APHLX vs VVIAX Comparison
Open Charts APHLX vs VVIAX
Artisan Value Institutional
Price$15.79
Change-$0.09 (-0.57%)
VolumeN/A
Net Assets322.22M
Vanguard Value Index Adm
Price$72.98
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets207.8B
APHLX vs VVIAX Comparison Chart in %
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APHLX vs. VVIAX commentary
Oct 09, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. APHLX (322M). VVIAX pays higher dividends than APHLX: VVIAX (2.08) vs APHLX (1.35). APHLX was incepted earlier than VVIAX: APHLX (14 years) vs VVIAX (25 years). APHLX (0.86) is less costly to investors than VVIAX (0.05). APHLX is a more actively managed with annual turnover of: 25.33 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than APHLX: VVIAX (3000) vs APHLX (1000000). VVIAX annual gain was more profitable for investors over the last year : 8.20 vs. APHLX (5.23). VVIAX return over 5 years is better than : 73.45 vs. APHLX (28.77).
| APHLX | VVIAX | APHLX / VVIAX | |
| Total Expense Ratio | 0.84 | 0.05 | 1,680% |
| Annual Report Gross Expense Ratio | 0.86 | 0.05 | 1,720% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 10.652 | 10.746 | 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 | 208B | 0% |
| Annual Yield % from dividends | 1.35 | 2.08 | 65% |
| Returns for 1 year | 5.23 | 8.20 | 64% |
| Returns for 3 years | 31.32 | 49.09 | 64% |
| Returns for 5 years | 28.77 | 73.45 | 39% |
| Returns for 10 years | 36.31 | 132.91 | 27% |
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