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ARAIX vs MVCAX
ARAIX vs MVCAX Comparison
Open Charts ARAIX vs MVCAX
Ariel Fund Institutional
Price$78.96
Change+$0.26 (+0.33%)
VolumeN/A
Net Assets2.55B
ARAIX vs MVCAX Comparison Chart in %
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ARAIX vs. MVCAX commentary
Oct 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ARAIX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. ARAIX (2.55B). MVCAX pays higher dividends than ARAIX: MVCAX (0.84) vs ARAIX (0.39). ARAIX was incepted earlier than MVCAX: ARAIX (14 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than ARAIX (0.69). MVCAX is a more actively managed with annual turnover of: 27.00 vs. ARAIX (17.00). MVCAX has a lower initial minimum investment than ARAIX: MVCAX (1000) vs ARAIX (1000000). ARAIX annual gain was more profitable for investors over the last year : 0.53 vs. MVCAX (-9.14). MVCAX return over 5 years is better than : 44.40 vs. ARAIX (40.24).
| ARAIX | MVCAX | ARAIX / MVCAX | |
| Total Expense Ratio | 0.69 | 0.99 | 70% |
| Annual Report Gross Expense Ratio | 0.69 | 1.00 | 69% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 9.076 | 3.585 | 253% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 16.9B | 15% |
| Annual Yield % from dividends | 0.39 | 0.84 | 47% |
| Returns for 1 year | 0.53 | -9.14 | -6% |
| Returns for 3 years | 23.35 | 20.07 | 116% |
| Returns for 5 years | 40.24 | 44.40 | 91% |
| Returns for 10 years | 22.33 | 70.98 | 31% |
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