Interact to see
Advertisement
Advertisement
APHLX vs VVIAX
APHLX vs VVIAX Comparison
Open Charts APHLX vs VVIAX
Artisan Value Institutional
Price$15.60
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets310.2M
Vanguard Value Index Adm
Price$71.02
Change-$0.56 (-0.78%)
VolumeN/A
Net Assets195.81B
APHLX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APHLX vs. VVIAX commentary
Aug 27, 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: 196B vs. APHLX (310M). 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 : 7.69 vs. APHLX (3.22). VVIAX return over 5 years is better than : 72.20 vs. APHLX (27.71).
| 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 | 9.320 | 8.441 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 196B | 0% |
| Annual Yield % from dividends | 1.41 | 2.18 | 65% |
| Returns for 1 year | 3.22 | 7.69 | 42% |
| Returns for 3 years | 19.16 | 33.30 | 58% |
| Returns for 5 years | 27.71 | 72.20 | 38% |
| Returns for 10 years | 38.03 | 130.78 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement