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CAAIX vs MVCAX
CAAIX vs MVCAX Comparison
Open Charts CAAIX vs MVCAX
Ariel Appreciation Institutional
Price$41.17
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets940.23M
CAAIX vs MVCAX Comparison Chart in %
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CAAIX vs. MVCAX commentary
Jan 14, 2026
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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. CAAIX (940M). MVCAX pays higher dividends than CAAIX: MVCAX (1.24) vs CAAIX (0.03). 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 : 6.19 vs. MVCAX (3.14). MVCAX return over 5 years is better than : 21.31 vs. CAAIX (-7.35).
| 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 | 6.054 | 3.525 | 172% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 940M | 17.1B | 5% |
| Annual Yield % from dividends | 0.03 | 1.24 | 2% |
| Returns for 1 year | 6.19 | 3.14 | 197% |
| Returns for 3 years | 3.73 | 12.04 | 31% |
| Returns for 5 years | -7.35 | 21.31 | -34% |
| Returns for 10 years | 10.84 | 99.13 | 11% |
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