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APHQX vs VMVAX
APHQX vs VMVAX Comparison
Open Charts APHQX vs VMVAX
Artisan Mid Cap Value Institutional
Price$15.76
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets1.01B
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
APHQX vs VMVAX Comparison Chart in %
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APHQX vs. VMVAX commentary
Jul 05, 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. APHQX (1.01B). VMVAX pays higher dividends than APHQX: VMVAX (2.26) vs APHQX (0.73). APHQX was incepted earlier than VMVAX: APHQX (13 years) vs VMVAX (14 years). APHQX (0.95) is less costly to investors than VMVAX (0.07). APHQX is a more actively managed with annual turnover of: 23.41 vs. VMVAX (19.00). 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 : 12.14 vs. APHQX (3.05). VMVAX return over 5 years is better than : 77.08 vs. APHQX (6.67).
| APHQX | VMVAX | APHQX / VMVAX | |
| Total Expense Ratio | 0.95 | 0.07 | 1,357% |
| Annual Report Gross Expense Ratio | 0.95 | 0.07 | 1,357% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 1.743 | 3.573 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 29.9B | 3% |
| Annual Yield % from dividends | 0.73 | 2.26 | 32% |
| Returns for 1 year | 3.05 | 12.14 | 25% |
| Returns for 3 years | -12.67 | 28.52 | -44% |
| Returns for 5 years | 6.67 | 77.08 | 9% |
| Returns for 10 years | -31.74 | 88.11 | -36% |
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