Ad is loading...
APHQX vs VMVAX
APHQX vs VMVAX Comparison
Open Charts APHQX vs VMVAX
Artisan Mid Cap Value Institutional
Price$15.90
Change+$0.22 (+1.40%)
VolumeN/A
Net Assets1.09B
Vanguard Mid-Cap Value Index Admiral
Price$86.54
Change+$0.88 (+1.03%)
VolumeN/A
Net Assets30.1B
APHQX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
APHQX vs. VMVAX commentary
Jan 31, 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 APHQX is a StrongBuy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. APHQX (1.09B). VMVAX pays higher dividends than APHQX: VMVAX (2.14) vs APHQX (0.79). APHQX was incepted earlier than VMVAX: APHQX (13 years) vs VMVAX (13 years). APHQX is a more actively managed with annual turnover of: 27.81 vs. VMVAX (22.00). VMVAX has a lower initial minimum investment than APHQX: VMVAX (3000) vs APHQX (1000000). VMVAX annual gain was more profitable for investors over the last year : 16.15 vs. APHQX (4.44). VMVAX return over 5 years is better than : 42.66 vs. APHQX (-9.12).
| APHQX | VMVAX | APHQX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 2.647 | 2.232 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 30.1B | 4% |
| Annual Yield % from dividends | 0.79 | 2.14 | 37% |
| Returns for 1 year | 4.44 | 16.15 | 27% |
| Returns for 3 years | -21.93 | 13.83 | -159% |
| Returns for 5 years | -9.12 | 42.66 | -21% |
| Returns for 10 years | -30.60 | 90.92 | -34% |