CAAIX
Price
$40.99
Change
-$0.65 (-1.56%)
Updated
Feb 3 closing price
Net Assets
939.42M
MVCAX
Price
$31.51
Change
-$0.46 (-1.44%)
Updated
Feb 3 closing price
Net Assets
17.11B
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CAAIX vs MVCAX

Header iconCAAIX vs MVCAX Comparison
Open Charts CAAIX vs MVCAXBanner chart's image
Ariel Appreciation Institutional
Price$40.99
Change-$0.65 (-1.56%)
VolumeN/A
Net Assets939.42M
MFS Mid Cap Value A
Price$31.51
Change-$0.46 (-1.44%)
VolumeN/A
Net Assets17.11B
CAAIX vs MVCAX Comparison Chart in %
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CAAIX vs. MVCAX commentary
Feb 05, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. CAAIX (939M). MVCAX pays higher dividends than CAAIX: MVCAX (1.20) 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 : 3.51 vs. MVCAX (1.90). MVCAX return over 5 years is better than : 23.95 vs. CAAIX (-6.98).
CAAIXMVCAXCAAIX / MVCAX
Total Expense Ratio0.830.9984%
Annual Report Gross Expense Ratio0.831.0083%
Fund Existence14 years24 years-
Gain YTD7.0584.789147%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets939M17.1B5%
Annual Yield % from dividends0.031.202%
Returns for 1 year3.511.90185%
Returns for 3 years0.4411.134%
Returns for 5 years-6.9823.95-29%
Returns for 10 years9.6199.0910%
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