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APHLX vs VIVAX
APHLX vs VIVAX Comparison
Open Charts APHLX vs VIVAX
Artisan Value Institutional
Price$15.68
Change+$0.10 (+0.64%)
VolumeN/A
Net Assets319.74M
APHLX vs VIVAX Comparison Chart in %
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APHLX vs. VIVAX commentary
Oct 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APHLX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. APHLX (320M). VIVAX pays higher dividends than APHLX: VIVAX (1.97) vs APHLX (1.35). APHLX was incepted earlier than VIVAX: APHLX (14 years) vs VIVAX (33 years). APHLX (0.86) is less costly to investors than VIVAX (0.17). APHLX is a more actively managed with annual turnover of: 25.33 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than APHLX: VIVAX (3000) vs APHLX (1000000). VIVAX annual gain was more profitable for investors over the last year : 4.63 vs. APHLX (1.82). VIVAX return over 5 years is better than : 71.78 vs. APHLX (27.18).
| APHLX | VIVAX | APHLX / VIVAX | |
| Total Expense Ratio | 0.84 | 0.17 | 494% |
| Annual Report Gross Expense Ratio | 0.86 | 0.17 | 506% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 9.881 | 9.738 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 208B | 0% |
| Annual Yield % from dividends | 1.35 | 1.97 | 69% |
| Returns for 1 year | 1.82 | 4.63 | 39% |
| Returns for 3 years | 26.52 | 42.99 | 62% |
| Returns for 5 years | 27.18 | 71.78 | 38% |
| Returns for 10 years | 35.25 | 129.45 | 27% |
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