Interact to see
Advertisement
Advertisement
CAAIX vs VMVAX
CAAIX vs VMVAX Comparison
Open Charts CAAIX vs VMVAX
Ariel Appreciation Institutional
Price$41.17
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets940.23M
Vanguard Mid-Cap Value Index Admiral
Price$95.07
Change+$0.08 (+0.08%)
VolumeN/A
Net Assets33.17B
CAAIX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAAIX vs. VMVAX 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 VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 33.2B vs. CAAIX (940M). VMVAX pays higher dividends than CAAIX: VMVAX (2.10) 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 : 14.36 vs. CAAIX (6.19). VMVAX return over 5 years is better than : 49.32 vs. CAAIX (-7.35).
| 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 | 6.054 | 3.506 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 940M | 33.2B | 3% |
| Annual Yield % from dividends | 0.03 | 2.10 | 1% |
| Returns for 1 year | 6.19 | 14.36 | 43% |
| Returns for 3 years | 3.73 | 29.85 | 12% |
| Returns for 5 years | -7.35 | 49.32 | -15% |
| Returns for 10 years | 10.84 | 140.59 | 8% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ARKZ | 44.50 | N/A | N/A |
| ARK 21Shares Active Ethereum Futures Strategy ETF | |||
| IBHG | 22.33 | -0.02 | -0.07% |
| iShares® iBonds® 2027 Term HY & Inc ETF | |||
| FVC | 38.18 | -0.03 | -0.08% |
| First Trust Dorsey Wright Dynamic Foc 5 | |||
| FLCE | 29.13 | -0.09 | -0.29% |
| Frontier Asset U.S. Large-Cap Equity ETF | |||
| XT | 72.26 | -0.23 | -0.31% |
| iShares Future Exponential Techs ETF | |||