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APHWX vs VVIAX
APHWX vs VVIAX Comparison
Open Charts APHWX vs VVIAX
Artisan Value Income Institutional
Price$9.94
Change+$0.57 (+6.08%)
VolumeN/A
Net Assets16.49M
Vanguard Value Index Adm
Price$62.24
Change-$1.68 (-2.63%)
VolumeN/A
Net Assets190.51B
APHWX vs VVIAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. APHWX (16.5M). APHWX pays higher dividends than VVIAX: APHWX (2.45) vs VVIAX (2.26). APHWX was incepted earlier than VVIAX: APHWX (3 years) vs VVIAX (24 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 (10.00). VVIAX has a lower initial minimum investment than APHWX: VVIAX (3000) vs APHWX (1000000). APHWX annual gain was more profitable for investors over the last year : -3.26 vs. VVIAX (-4.28).
| 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 | 3 years | 24 years | - |
| Gain YTD | -8.526 | -9.136 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5M | 191B | 0% |
| Annual Yield % from dividends | 2.45 | 2.26 | 108% |
| Returns for 1 year | -3.26 | -4.28 | 76% |
| Returns for 3 years | 1.00 | 3.06 | 32% |
| Returns for 5 years | N/A | 58.34 | - |
| Returns for 10 years | N/A | 81.52 | - |