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APHWX vs VIVAX
APHWX vs VIVAX Comparison
Open Charts APHWX vs VIVAX
Artisan Value Income Institutional
Price$11.30
Change+$0.08 (+0.71%)
VolumeN/A
Net Assets16.82M
Vanguard Value Index I
Price$75.10
Change-$0.25 (-0.33%)
VolumeN/A
Net Assets215.53B
APHWX vs VIVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. APHWX (16.8M). APHWX pays higher dividends than VIVAX: APHWX (2.31) vs VIVAX (1.93). 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 : 10.16 vs. APHWX (8.20).
| 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 | 11.709 | 14.146 | 83% |
| 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 | 216B | 0% |
| Annual Yield % from dividends | 2.31 | 1.93 | 120% |
| Returns for 1 year | 8.20 | 10.16 | 81% |
| Returns for 3 years | 32.12 | 34.53 | 93% |
| Returns for 5 years | N/A | 63.66 | - |
| Returns for 10 years | N/A | 139.88 | - |
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