Interact to see
Advertisement
Advertisement
APHLX vs VVIAX
APHLX vs VVIAX Comparison
Open Charts APHLX vs VVIAX
Artisan Value Institutional
Price$15.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets323.14M
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
APHLX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APHLX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. APHLX (323M). VVIAX pays higher dividends than APHLX: VVIAX (2.18) vs APHLX (1.37). 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 : 9.75 vs. APHLX (6.88). VVIAX return over 5 years is better than : 74.87 vs. APHLX (34.93).
| 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 | 8.479 | 6.714 | 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 | 2.18 | 63% |
| Returns for 1 year | 6.88 | 9.75 | 71% |
| Returns for 3 years | 20.11 | 34.32 | 59% |
| Returns for 5 years | 34.93 | 74.87 | 47% |
| Returns for 10 years | 32.80 | 116.26 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement