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APHWX vs VVIAX
APHWX vs VVIAX Comparison
Open Charts APHWX vs VVIAX
Artisan Value Income Institutional
Price$10.91
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets15.99M
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
APHWX vs VVIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. APHWX (16M). APHWX pays higher dividends than VVIAX: APHWX (2.37) vs VVIAX (2.10). 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 : 7.74 vs. APHWX (5.98).
| 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 | 7.459 | 7.850 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16M | 203B | 0% |
| Annual Yield % from dividends | 2.37 | 2.10 | 112% |
| Returns for 1 year | 5.98 | 7.74 | 77% |
| Returns for 3 years | 31.98 | 36.61 | 87% |
| Returns for 5 years | N/A | 70.16 | - |
| Returns for 10 years | N/A | 131.61 | - |