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APHQX vs VMVAX
APHQX vs VMVAX Comparison
Open Charts APHQX vs VMVAX
Artisan Mid Cap Value Institutional
Price$14.21
Change-$0.16 (-1.11%)
VolumeN/A
Net Assets1.05B
Vanguard Mid-Cap Value Index Admiral
Price$77.67
Change-$0.79 (-1.01%)
VolumeN/A
Net Assets29.86B
APHQX vs VMVAX Comparison Chart
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APHQX vs. VMVAX commentary
Apr 17, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. APHQX (1.05B). VMVAX pays higher dividends than APHQX: VMVAX (2.33) 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 (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 : 3.43 vs. APHQX (-5.24). VMVAX return over 5 years is better than : 71.82 vs. APHQX (11.44).
| 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 | -8.263 | -6.304 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 29.9B | 4% |
| Annual Yield % from dividends | 0.73 | 2.33 | 31% |
| Returns for 1 year | -5.24 | 3.43 | -153% |
| Returns for 3 years | -30.33 | 2.21 | -1,373% |
| Returns for 5 years | 11.44 | 71.82 | 16% |
| Returns for 10 years | -40.55 | 67.22 | -60% |
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