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CAAIX vs MVCAX
CAAIX vs MVCAX Comparison
Open Charts CAAIX vs MVCAX
Ariel Appreciation Institutional
Price$40.99
Change-$0.65 (-1.56%)
VolumeN/A
Net Assets939.42M
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.
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).
| 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 | 7.058 | 4.789 | 147% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 939M | 17.1B | 5% |
| Annual Yield % from dividends | 0.03 | 1.20 | 2% |
| Returns for 1 year | 3.51 | 1.90 | 185% |
| Returns for 3 years | 0.44 | 11.13 | 4% |
| Returns for 5 years | -6.98 | 23.95 | -29% |
| Returns for 10 years | 9.61 | 99.09 | 10% |
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