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APHSX vs VEXPX
APHSX vs VEXPX Comparison
Open Charts APHSX vs VEXPX
Artisan Small Cap Institutional
Price$28.98
Change-$0.85 (-2.85%)
VolumeN/A
Net Assets1.21B
APHSX vs VEXPX Comparison Chart
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APHSX vs. VEXPX commentary
Apr 10, 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 APHSX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.8B vs. APHSX (1.22B). VEXPX pays higher dividends than APHSX: VEXPX (0.44) vs APHSX (0.00). APHSX was incepted earlier than VEXPX: APHSX (13 years) vs VEXPX (57 years). APHSX (1.00) is less costly to investors than VEXPX (0.45). APHSX is a more actively managed with annual turnover of: 46.72 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than APHSX: VEXPX (3000) vs APHSX (1000000). APHSX (-18.69) and VEXPX (-19.54) have marching annual gain over last year. VEXPX return over 5 years is better than : 13.36 vs. APHSX (-5.40).
| APHSX | VEXPX | APHSX / VEXPX | |
| Total Expense Ratio | 1.00 | 0.45 | 222% |
| Annual Report Gross Expense Ratio | 1.00 | 0.45 | 222% |
| Fund Existence | 13 years | 57 years | - |
| Gain YTD | -20.733 | -18.243 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 19.8B | 6% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -18.69 | -19.54 | 96% |
| Returns for 3 years | -13.54 | -16.12 | 84% |
| Returns for 5 years | -5.40 | 13.36 | -40% |
| Returns for 10 years | -6.58 | -5.67 | 116% |
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