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APHLX vs VIVAX
APHLX vs VIVAX Comparison
Open Charts APHLX vs VIVAX
Artisan Value Institutional
Price$15.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets323.14M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
APHLX vs VIVAX Comparison Chart in %
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APHLX vs. VIVAX commentary
Jul 27, 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: 195B vs. APHLX (323M). VIVAX pays higher dividends than APHLX: VIVAX (2.06) vs APHLX (1.37). 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 : 9.76 vs. APHLX (6.88). VIVAX return over 5 years is better than : 74.87 vs. APHLX (34.93).
| 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 | 8.479 | 6.724 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 323M | 195B | 0% |
| Annual Yield % from dividends | 1.37 | 2.06 | 66% |
| Returns for 1 year | 6.88 | 9.76 | 71% |
| Returns for 3 years | 20.11 | 34.31 | 59% |
| Returns for 5 years | 34.93 | 74.87 | 47% |
| Returns for 10 years | 32.80 | 116.32 | 28% |
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