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APHQX vs VMVIX
APHQX vs VMVIX Comparison
Open Charts APHQX vs VMVIX
Artisan Mid Cap Value Institutional
Price$15.19
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets1.02B
Vanguard Mid-Cap Value Index Investor
Price$65.89
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets31.04B
APHQX vs VMVIX Comparison Chart in %
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APHQX vs. VMVIX commentary
Aug 08, 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. APHQX (1.03B). VMVIX pays higher dividends than APHQX: VMVIX (2.10) vs APHQX (0.74). APHQX was incepted earlier than VMVIX: APHQX (14 years) vs VMVIX (19 years). APHQX (0.95) is less costly to investors than VMVIX (0.19). APHQX is a more actively managed with annual turnover of: 23.41 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than APHQX: VMVIX (3000) vs APHQX (1000000). VMVIX annual gain was more profitable for investors over the last year : 9.57 vs. APHQX (-1.26). VMVIX return over 5 years is better than : 63.67 vs. APHQX (-4.22).
| APHQX | VMVIX | APHQX / VMVIX | |
| Total Expense Ratio | 0.95 | 0.19 | 500% |
| Annual Report Gross Expense Ratio | 0.95 | 0.19 | 500% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -1.937 | 3.338 | -58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 31B | 3% |
| Annual Yield % from dividends | 0.74 | 2.10 | 35% |
| Returns for 1 year | -1.26 | 9.57 | -13% |
| Returns for 3 years | -20.97 | 20.88 | -100% |
| Returns for 5 years | -4.22 | 63.67 | -7% |
| Returns for 10 years | -34.13 | 84.72 | -40% |
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