Ad is loading...
APHQX vs VMVAX
APHQX vs VMVAX Comparison
Open Charts APHQX vs VMVAX
Artisan Mid Cap Value Institutional
Price$15.69
Change+$0.19 (+1.23%)
VolumeN/A
Net Assets1.11B
Vanguard Mid-Cap Value Index Admiral
Price$84.22
Change+$0.68 (+0.81%)
VolumeN/A
Net Assets30.85B
APHQX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
APHQX vs. VMVAX commentary
Mar 09, 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: 30.8B vs. APHQX (1.11B). VMVAX pays higher dividends than APHQX: VMVAX (2.06) vs APHQX (0.71). APHQX was incepted earlier than VMVAX: APHQX (13 years) vs VMVAX (13 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 (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 : 7.44 vs. APHQX (-0.95). VMVAX return over 5 years is better than : 58.06 vs. APHQX (2.63).
| 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 | 13 years | - |
| Gain YTD | 1.291 | 0.513 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 30.8B | 4% |
| Annual Yield % from dividends | 0.71 | 2.06 | 34% |
| Returns for 1 year | -0.95 | 7.44 | -13% |
| Returns for 3 years | -19.36 | 16.41 | -118% |
| Returns for 5 years | 2.63 | 58.06 | 5% |
| Returns for 10 years | -31.71 | 85.27 | -37% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers