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APHWX vs VVIAX
APHWX vs VVIAX Comparison
Open Charts APHWX vs VVIAX
Artisan Value Income Institutional
Price$10.96
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets16.69M
Vanguard Value Index Adm
Price$73.15
Change+$0.38 (+0.52%)
VolumeN/A
Net Assets202.84B
APHWX vs VVIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. APHWX (16.7M). APHWX pays higher dividends than VVIAX: APHWX (2.36) vs VVIAX (2.08). 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 : 8.34 vs. APHWX (5.53).
| 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 | 8.348 | 10.852 | 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 | 2.08 | 113% |
| Returns for 1 year | 5.53 | 8.34 | 66% |
| Returns for 3 years | 37.40 | 44.04 | 85% |
| Returns for 5 years | N/A | 79.65 | - |
| Returns for 10 years | N/A | 137.13 | - |
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