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CAAIX vs MVCAX
CAAIX vs MVCAX Comparison
Open Charts CAAIX vs MVCAX
Ariel Appreciation Institutional
Price$44.24
Change-$0.46 (-1.03%)
VolumeN/A
Net Assets921.72M
CAAIX vs MVCAX Comparison Chart in %
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CAAIX vs. MVCAX commentary
Dec 14, 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 CAAIX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. CAAIX (922M). MVCAX pays higher dividends than CAAIX: MVCAX (0.83) vs CAAIX (0.67). CAAIX was incepted earlier than MVCAX: CAAIX (14 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than CAAIX (0.83). CAAIX (25.00) and MVCAX (24.00) have comparable annual turnover. MVCAX has a lower initial minimum investment than CAAIX: MVCAX (1000) vs CAAIX (1000000). CAAIX annual gain was more profitable for investors over the last year : 0.11 vs. MVCAX (-4.12). MVCAX return over 5 years is better than : 27.20 vs. CAAIX (8.34).
| CAAIX | MVCAX | CAAIX / MVCAX | |
| Total Expense Ratio | 0.83 | 0.99 | 84% |
| Annual Report Gross Expense Ratio | 0.83 | 1.00 | 83% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 12.195 | 0.196 | 6,236% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 922M | 17B | 5% |
| Annual Yield % from dividends | 0.67 | 0.83 | 80% |
| Returns for 1 year | 0.11 | -4.12 | -3% |
| Returns for 3 years | 18.03 | 12.85 | 140% |
| Returns for 5 years | 8.34 | 27.20 | 31% |
| Returns for 10 years | 6.55 | 72.41 | 9% |