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APHWX vs VIVAX
APHWX vs VIVAX Comparison
Open Charts APHWX vs VIVAX
Artisan Value Income Institutional
Price$10.94
Change-$0.09 (-0.82%)
VolumeN/A
Net Assets16.38M
Vanguard Value Index I
Price$73.17
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
APHWX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. APHWX (16.4M). APHWX pays higher dividends than VIVAX: APHWX (2.37) vs VIVAX (1.98). 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: 29.11 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 : 6.68 vs. APHWX (4.25).
| 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 | 9.040 | 11.965 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4M | 208B | 0% |
| Annual Yield % from dividends | 2.37 | 1.98 | 120% |
| Returns for 1 year | 4.25 | 6.68 | 64% |
| Returns for 3 years | 29.67 | 33.49 | 89% |
| Returns for 5 years | N/A | 66.34 | - |
| Returns for 10 years | N/A | 135.00 | - |