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APHWX vs VVIAX
APHWX vs VVIAX Comparison
Open Charts APHWX vs VVIAX
Artisan Value Income Institutional
Price$10.87
Change+$0.06 (+0.56%)
VolumeN/A
Net Assets16.49M
Vanguard Value Index Adm
Price$72.42
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
APHWX vs VVIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. APHWX (16.5M). APHWX pays higher dividends than VVIAX: APHWX (2.36) vs VVIAX (2.08). 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 : 4.64 vs. APHWX (2.64).
| 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 | 7.458 | 9.746 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5M | 208B | 0% |
| Annual Yield % from dividends | 2.36 | 2.08 | 113% |
| Returns for 1 year | 2.64 | 4.64 | 57% |
| Returns for 3 years | 37.88 | 43.00 | 88% |
| Returns for 5 years | N/A | 71.80 | - |
| Returns for 10 years | N/A | 129.42 | - |
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