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CAAIX vs VMVAX
CAAIX vs VMVAX Comparison
Open Charts CAAIX vs VMVAX
Ariel Appreciation Institutional
Price$42.67
Change+$0.64 (+1.52%)
VolumeN/A
Net Assets916.07M
Vanguard Mid-Cap Value Index Admiral
Price$89.49
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets32.03B
CAAIX vs VMVAX Comparison Chart in %
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CAAIX vs. VMVAX commentary
Sep 08, 2025
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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32B vs. CAAIX (916M). VMVAX pays higher dividends than CAAIX: VMVAX (2.15) vs CAAIX (0.67). 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). VMVAX is a more actively managed with annual turnover of: 19.00 vs. CAAIX (17.00). 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 : 7.20 vs. CAAIX (6.25). VMVAX return over 5 years is better than : 67.70 vs. CAAIX (11.97).
| 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 | 9.114 | 6.882 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 916M | 32B | 3% |
| Annual Yield % from dividends | 0.67 | 2.15 | 31% |
| Returns for 1 year | 6.25 | 7.20 | 87% |
| Returns for 3 years | 10.39 | 29.26 | 36% |
| Returns for 5 years | 11.97 | 67.70 | 18% |
| Returns for 10 years | -7.86 | 101.90 | -8% |