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CAAIX vs VEVYX
CAAIX vs VEVYX Comparison
Open Charts CAAIX vs VEVYX
Ariel Appreciation Institutional
Price$41.17
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets940.23M
Victory Sycamore Established Value Y
Price$47.05
Change+$0.20 (+0.43%)
VolumeN/A
Net Assets16.11B
CAAIX vs VEVYX Comparison Chart in %
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CAAIX vs. VEVYX 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 VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.1B vs. CAAIX (940M). VEVYX pays higher dividends than CAAIX: VEVYX (0.94) 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 : 6.19 vs. VEVYX (3.12). VEVYX return over 5 years is better than : 17.81 vs. CAAIX (-7.35).
| 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 | 6.054 | 4.509 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 940M | 16.1B | 6% |
| Annual Yield % from dividends | 0.03 | 0.94 | 3% |
| Returns for 1 year | 6.19 | 3.12 | 198% |
| Returns for 3 years | 3.73 | 3.83 | 97% |
| Returns for 5 years | -7.35 | 17.81 | -41% |
| Returns for 10 years | 10.84 | 87.41 | 12% |
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