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CAAIX vs MVCAX
CAAIX vs MVCAX Comparison
Open Charts CAAIX vs MVCAX
Ariel Appreciation Institutional
Price$41.39
Change-$0.66 (-1.57%)
VolumeN/A
Net Assets863.2M
CAAIX vs MVCAX Comparison Chart in %
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CAAIX vs. MVCAX commentary
Nov 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. CAAIX (863M). MVCAX pays higher dividends than CAAIX: MVCAX (0.85) vs CAAIX (0.68). 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). MVCAX is a more actively managed with annual turnover of: 27.00 vs. CAAIX (17.00). 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 : -5.81 vs. MVCAX (-10.09). MVCAX return over 5 years is better than : 36.60 vs. CAAIX (-1.76).
| 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 | 5.372 | 3.814 | 141% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 16.8B | 5% |
| Annual Yield % from dividends | 0.68 | 0.85 | 79% |
| Returns for 1 year | -5.81 | -10.09 | 58% |
| Returns for 3 years | 1.26 | 12.47 | 10% |
| Returns for 5 years | -1.76 | 36.60 | -5% |
| Returns for 10 years | -12.55 | 72.05 | -17% |
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