Interact to see
Advertisement
Advertisement
APHWX vs VVIAX
APHWX vs VVIAX Comparison
Open Charts APHWX vs VVIAX
Artisan Value Income Institutional
Price$10.94
Change-$0.09 (-0.82%)
VolumeN/A
Net Assets16.38M
Vanguard Value Index Adm
Price$73.15
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
APHWX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. APHWX (16.4M). APHWX pays higher dividends than VVIAX: APHWX (2.37) vs VVIAX (2.09). 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 : 6.69 vs. APHWX (4.25).
| 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 | 9.040 | 11.973 | 75% |
| 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 | 2.37 | 2.09 | 114% |
| Returns for 1 year | 4.25 | 6.69 | 64% |
| Returns for 3 years | 29.67 | 33.49 | 89% |
| Returns for 5 years | N/A | 66.35 | - |
| Returns for 10 years | N/A | 134.97 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement