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APHWX vs VVIAX
APHWX vs VVIAX Comparison
Open Charts APHWX vs VVIAX
Artisan Value Income Institutional
Price$11.16
Change+$0.10 (+0.90%)
VolumeN/A
Net Assets16.38M
Vanguard Value Index Adm
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
APHWX vs VVIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. APHWX (16.4M). APHWX pays higher dividends than VVIAX: APHWX (2.31) vs VVIAX (2.04). APHWX was incepted earlier than VVIAX: APHWX (4 years) vs VVIAX (25 years). APHWX (2.21) is less costly to investors than VVIAX (0.05). APHWX is a more actively managed with annual turnover of: 29.11 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than APHWX: VVIAX (3000) vs APHWX (1000000). VVIAX annual gain was more profitable for investors over the last year : 4.76 vs. APHWX (3.67).
| APHWX | VVIAX | APHWX / VVIAX | |
| Total Expense Ratio | 1.05 | 0.05 | 2,100% |
| Annual Report Gross Expense Ratio | 2.21 | 0.05 | 4,420% |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | 9.633 | 11.776 | 82% |
| 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 | 2.31 | 2.04 | 113% |
| Returns for 1 year | 3.67 | 4.76 | 77% |
| Returns for 3 years | 28.13 | 29.82 | 94% |
| Returns for 5 years | N/A | 61.18 | - |
| Returns for 10 years | N/A | 127.14 | - |
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