Interact to see
Advertisement
Advertisement
APHWX vs VVIAX
APHWX vs VVIAX Comparison
Open Charts APHWX vs VVIAX
Artisan Value Income Institutional
Price$10.74
Change-$0.04 (-0.37%)
VolumeN/A
Net Assets16.38M
Vanguard Value Index Adm
Price$72.03
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
APHWX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. APHWX (16.4M). APHWX pays higher dividends than VVIAX: APHWX (2.37) vs VVIAX (2.09). APHWX was incepted earlier than VVIAX: APHWX (4 years) vs VVIAX (25 years). APHWX (2.21) is less costly to investors than VVIAX (0.05). APHWX is a more actively managed with annual turnover of: 29.11 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than APHWX: VVIAX (3000) vs APHWX (1000000). VVIAX annual gain was more profitable for investors over the last year : 5.07 vs. APHWX (2.07).
| APHWX | VVIAX | APHWX / VVIAX | |
| Total Expense Ratio | 1.05 | 0.05 | 2,100% |
| Annual Report Gross Expense Ratio | 2.21 | 0.05 | 4,420% |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | 6.173 | 9.352 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4M | 208B | 0% |
| Annual Yield % from dividends | 2.37 | 2.09 | 114% |
| Returns for 1 year | 2.07 | 5.07 | 41% |
| Returns for 3 years | 27.09 | 30.25 | 90% |
| Returns for 5 years | N/A | 62.97 | - |
| Returns for 10 years | N/A | 123.10 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement