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CAAIX vs VMVAX
CAAIX vs VMVAX Comparison
Open Charts CAAIX vs VMVAX
Ariel Appreciation Institutional
Price$40.99
Change-$0.65 (-1.56%)
VolumeN/A
Net Assets939.42M
Vanguard Mid-Cap Value Index Admiral
Price$96.91
Change+$7.30 (+8.15%)
VolumeN/A
Net Assets33.17B
CAAIX vs VMVAX Comparison Chart in %
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CAAIX vs. VMVAX commentary
Feb 04, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 33.2B vs. CAAIX (939M). VMVAX pays higher dividends than CAAIX: VMVAX (2.01) vs CAAIX (0.03). CAAIX was incepted earlier than VMVAX: CAAIX (14 years) vs VMVAX (14 years). CAAIX (0.83) is less costly to investors than VMVAX (0.07). CAAIX is a more actively managed with annual turnover of: 25.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than CAAIX: VMVAX (3000) vs CAAIX (1000000). VMVAX annual gain was more profitable for investors over the last year : 13.53 vs. CAAIX (3.51). VMVAX return over 5 years is better than : 52.71 vs. CAAIX (-6.98).
| CAAIX | VMVAX | CAAIX / VMVAX | |
| Total Expense Ratio | 0.83 | 0.07 | 1,186% |
| Annual Report Gross Expense Ratio | 0.83 | 0.07 | 1,186% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 7.058 | 5.509 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 939M | 33.2B | 3% |
| Annual Yield % from dividends | 0.03 | 2.01 | 1% |
| Returns for 1 year | 3.51 | 13.53 | 26% |
| Returns for 3 years | 0.44 | 29.37 | 1% |
| Returns for 5 years | -6.98 | 52.71 | -13% |
| Returns for 10 years | 9.61 | 142.89 | 7% |
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