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APHWX vs VIVAX
APHWX vs VIVAX Comparison
Open Charts APHWX vs VIVAX
Artisan Value Income Institutional
Price$9.80
Change+$0.13 (+1.34%)
VolumeN/A
Net Assets16.27M
Vanguard Value Index I
Price$63.21
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
APHWX vs VIVAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. APHWX (16.3M). APHWX pays higher dividends than VIVAX: APHWX (2.45) vs VIVAX (2.14). APHWX was incepted earlier than VIVAX: APHWX (3 years) vs VIVAX (32 years). APHWX (2.21) is less costly to investors than VIVAX (0.17). APHWX is a more actively managed with annual turnover of: 29.11 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than APHWX: VIVAX (3000) vs APHWX (1000000). APHWX annual gain was more profitable for investors over the last year : 3.05 vs. VIVAX (2.24).
| APHWX | VIVAX | APHWX / VIVAX | |
| Total Expense Ratio | 1.05 | 0.17 | 618% |
| Annual Report Gross Expense Ratio | 2.21 | 0.17 | 1,300% |
| Fund Existence | 3 years | 32 years | - |
| Gain YTD | -4.328 | -4.289 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3M | 191B | 0% |
| Annual Yield % from dividends | 2.45 | 2.14 | 114% |
| Returns for 1 year | 3.05 | 2.24 | 136% |
| Returns for 3 years | 6.70 | 9.77 | 69% |
| Returns for 5 years | N/A | 66.78 | - |
| Returns for 10 years | N/A | 91.53 | - |
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