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APHWX vs VVIAX
APHWX vs VVIAX Comparison
Open Charts APHWX vs VVIAX
Artisan Value Income Institutional
Price$10.87
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets16.24M
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
APHWX vs VVIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. APHWX (16.2M). APHWX pays higher dividends than VVIAX: APHWX (2.45) vs VVIAX (2.18). APHWX was incepted earlier than VVIAX: APHWX (3 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). APHWX (9.87) and VVIAX (9.75) have marching annual gain over last year.
| 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 | 3 years | 25 years | - |
| Gain YTD | 6.870 | 6.714 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2M | 195B | 0% |
| Annual Yield % from dividends | 2.45 | 2.18 | 112% |
| Returns for 1 year | 9.87 | 9.75 | 101% |
| Returns for 3 years | 27.82 | 34.32 | 81% |
| Returns for 5 years | N/A | 74.87 | - |
| Returns for 10 years | N/A | 116.26 | - |
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