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APHQX vs VMVAX
APHQX vs VMVAX Comparison
Open Charts APHQX vs VMVAX
Artisan Mid Cap Value Institutional
Price$15.71
Change-$0.20 (-1.26%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.05
Change-$0.69 (-0.80%)
VolumeN/A
CapitalizationN/A
APHQX vs VMVAX Comparison Chart
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APHQX vs. VMVAX commentary
Dec 19, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. APHQX (1.18B). 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 : 15.41 vs. APHQX (3.87). VMVAX return over 5 years is better than : 40.94 vs. APHQX (-13.27).
| 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 | 2.585 | 14.833 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 32.8B | 4% |
| Annual Yield % from dividends | 0.79 | 2.14 | 37% |
| Returns for 1 year | 3.87 | 15.41 | 25% |
| Returns for 3 years | -22.53 | 14.48 | -156% |
| Returns for 5 years | -13.27 | 40.94 | -32% |
| Returns for 10 years | -32.15 | 89.30 | -36% |
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