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APHLX vs VVIAX
APHLX vs VVIAX Comparison
Open Charts APHLX vs VVIAX
Artisan Value Institutional
Price$15.30
Change-$0.06 (-0.39%)
VolumeN/A
Net Assets316.78M
Vanguard Value Index Adm
Price$72.03
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
APHLX vs VVIAX Comparison Chart in %
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APHLX vs. VVIAX commentary
Nov 20, 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: 208B vs. APHLX (317M). VVIAX pays higher dividends than APHLX: VVIAX (2.09) 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 : 5.07 vs. APHLX (-1.59). VVIAX return over 5 years is better than : 62.97 vs. APHLX (15.28).
| 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 | 7.218 | 9.352 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 208B | 0% |
| Annual Yield % from dividends | 1.35 | 2.09 | 65% |
| Returns for 1 year | -1.59 | 5.07 | -31% |
| Returns for 3 years | 13.91 | 30.25 | 46% |
| Returns for 5 years | 15.28 | 62.97 | 24% |
| Returns for 10 years | 44.24 | 123.10 | 36% |
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