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CAAIX vs VEVYX
CAAIX vs VEVYX Comparison
Open Charts CAAIX vs VEVYX
Ariel Appreciation Institutional
Price$40.99
Change-$0.65 (-1.56%)
VolumeN/A
Net Assets939.42M
Victory Sycamore Established Value Y
Price$48.07
Change+$1.75 (+3.78%)
VolumeN/A
Net Assets16.2B
CAAIX vs VEVYX Comparison Chart in %
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CAAIX vs. VEVYX 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 VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.2B vs. CAAIX (939M). VEVYX pays higher dividends than CAAIX: VEVYX (0.89) vs CAAIX (0.03). CAAIX was incepted earlier than VEVYX: CAAIX (14 years) vs VEVYX (13 years). CAAIX (0.83) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 45.00 vs. CAAIX (25.00). CAAIX (1000000) and VEVYX (1000000) have matching initial minimum investment requirements. CAAIX annual gain was more profitable for investors over the last year : 3.51 vs. VEVYX (2.79). VEVYX return over 5 years is better than : 20.54 vs. CAAIX (-6.98).
| CAAIX | VEVYX | CAAIX / VEVYX | |
| Total Expense Ratio | 0.83 | 0.66 | 126% |
| Annual Report Gross Expense Ratio | 0.83 | 0.66 | 126% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 7.058 | 6.775 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 939M | 16.2B | 6% |
| Annual Yield % from dividends | 0.03 | 0.89 | 3% |
| Returns for 1 year | 3.51 | 2.79 | 126% |
| Returns for 3 years | 0.44 | 3.61 | 12% |
| Returns for 5 years | -6.98 | 20.54 | -34% |
| Returns for 10 years | 9.61 | 88.67 | 11% |
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