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APHLX vs VVIAX
APHLX vs VVIAX Comparison
Open Charts APHLX vs VVIAX
Artisan Value Institutional
Price$15.34
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets310.2M
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
APHLX vs VVIAX Comparison Chart in %
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APHLX vs. VVIAX commentary
Aug 18, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. APHLX (310M). VVIAX pays higher dividends than APHLX: VVIAX (2.18) vs APHLX (1.41). APHLX was incepted earlier than VVIAX: APHLX (14 years) vs VVIAX (25 years). APHLX (0.86) is less costly to investors than VVIAX (0.05). APHLX is a more actively managed with annual turnover of: 25.33 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than APHLX: VVIAX (3000) vs APHLX (1000000). VVIAX annual gain was more profitable for investors over the last year : 7.91 vs. APHLX (4.01). VVIAX return over 5 years is better than : 68.54 vs. APHLX (27.47).
| APHLX | VVIAX | APHLX / VVIAX | |
| Total Expense Ratio | 0.84 | 0.05 | 1,680% |
| Annual Report Gross Expense Ratio | 0.86 | 0.05 | 1,720% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 7.498 | 6.517 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 196B | 0% |
| Annual Yield % from dividends | 1.41 | 2.18 | 65% |
| Returns for 1 year | 4.01 | 7.91 | 51% |
| Returns for 3 years | 11.16 | 25.93 | 43% |
| Returns for 5 years | 27.47 | 68.54 | 40% |
| Returns for 10 years | 29.97 | 114.61 | 26% |
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