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APHLX vs VVIAX
APHLX vs VVIAX Comparison
Open Charts APHLX vs VVIAX
Artisan Value Institutional
Price$14.75
Change-$0.16 (-1.07%)
VolumeN/A
Net Assets323.14M
Vanguard Value Index Adm
Price$68.48
Change-$0.59 (-0.85%)
VolumeN/A
Net Assets195.18B
APHLX vs VVIAX Comparison Chart in %
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APHLX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. APHLX (323M). VVIAX pays higher dividends than APHLX: VVIAX (2.18) vs APHLX (1.41). 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 : 6.61 vs. APHLX (1.16). VVIAX return over 5 years is better than : 71.85 vs. APHLX (29.11).
| 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 | 3.364 | 4.638 | 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 | 2.18 | 65% |
| Returns for 1 year | 1.16 | 6.61 | 17% |
| Returns for 3 years | 12.58 | 29.52 | 43% |
| Returns for 5 years | 29.11 | 71.85 | 41% |
| Returns for 10 years | 27.33 | 112.05 | 24% |
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