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APHWX vs VIVAX
APHWX vs VIVAX Comparison
Open Charts APHWX vs VIVAX
Artisan Value Income Institutional
Price$11.62
Change+$0.82 (+7.59%)
VolumeN/A
Net Assets16.82M
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
APHWX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. APHWX (16.8M). APHWX pays higher dividends than VIVAX: APHWX (2.23) vs VIVAX (1.84). APHWX was incepted earlier than VIVAX: APHWX (4 years) vs VIVAX (33 years). APHWX (2.21) is less costly to investors than VIVAX (0.17). APHWX is a more actively managed with annual turnover of: 31.99 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than APHWX: VIVAX (3000) vs APHWX (1000000). VIVAX annual gain was more profitable for investors over the last year : 15.07 vs. APHWX (14.00).
| APHWX | VIVAX | APHWX / VIVAX | |
| Total Expense Ratio | 1.05 | 0.17 | 618% |
| Annual Report Gross Expense Ratio | 2.21 | 0.17 | 1,300% |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | 4.685 | 5.998 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8M | 218B | 0% |
| Annual Yield % from dividends | 2.23 | 1.84 | 121% |
| Returns for 1 year | 14.00 | 15.07 | 93% |
| Returns for 3 years | 30.84 | 41.03 | 75% |
| Returns for 5 years | N/A | 66.25 | - |
| Returns for 10 years | N/A | 167.20 | - |
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