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APHLX vs VIVIX
APHLX vs VIVIX Comparison
Open Charts APHLX vs VIVIX
Artisan Value Institutional
Price$15.68
Change+$0.10 (+0.64%)
VolumeN/A
Net Assets319.74M
APHLX vs VIVIX Comparison Chart in %
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APHLX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. APHLX (320M). VIVIX pays higher dividends than APHLX: VIVIX (2.09) vs APHLX (1.35). APHLX was incepted earlier than VIVIX: APHLX (14 years) vs VIVIX (27 years). APHLX (0.86) is less costly to investors than VIVIX (0.04). APHLX is a more actively managed with annual turnover of: 25.33 vs. VIVIX (9.00). APHLX has a lower initial minimum investment than VIVIX: APHLX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.64 vs. APHLX (1.82). VIVIX return over 5 years is better than : 71.78 vs. APHLX (27.18).
| APHLX | VIVIX | APHLX / VIVIX | |
| Total Expense Ratio | 0.84 | 0.04 | 2,100% |
| Annual Report Gross Expense Ratio | 0.86 | 0.04 | 2,150% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 9.881 | 9.748 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 208B | 0% |
| Annual Yield % from dividends | 1.35 | 2.09 | 65% |
| Returns for 1 year | 1.82 | 4.64 | 39% |
| Returns for 3 years | 26.52 | 42.98 | 62% |
| Returns for 5 years | 27.18 | 71.78 | 38% |
| Returns for 10 years | 35.25 | 129.40 | 27% |
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