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APHWX vs VIVAX
APHWX vs VIVAX Comparison
Open Charts APHWX vs VIVAX
Artisan Value Income Institutional
Price$10.96
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets16.69M
Vanguard Value Index I
Price$73.18
Change+$0.39 (+0.54%)
VolumeN/A
Net Assets202.84B
APHWX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. APHWX (16.7M). APHWX pays higher dividends than VIVAX: APHWX (2.36) vs VIVAX (1.97). APHWX was incepted earlier than VIVAX: APHWX (4 years) vs VIVAX (33 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 (9.00). VIVAX has a lower initial minimum investment than APHWX: VIVAX (3000) vs APHWX (1000000). VIVAX annual gain was more profitable for investors over the last year : 8.35 vs. APHWX (5.53).
| 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 | 4 years | 33 years | - |
| Gain YTD | 8.348 | 10.859 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7M | 203B | 0% |
| Annual Yield % from dividends | 2.36 | 1.97 | 120% |
| Returns for 1 year | 5.53 | 8.35 | 66% |
| Returns for 3 years | 37.40 | 44.06 | 85% |
| Returns for 5 years | N/A | 79.65 | - |
| Returns for 10 years | N/A | 137.19 | - |