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CAAIX vs VMVAX
CAAIX vs VMVAX Comparison
Open Charts CAAIX vs VMVAX
Ariel Appreciation Institutional
Price$36.56
Change-$0.78 (-2.09%)
VolumeN/A
Net Assets803.9M
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
CAAIX vs VMVAX Comparison Chart
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CAAIX vs. VMVAX commentary
Jun 16, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. CAAIX (804M). VMVAX pays higher dividends than CAAIX: VMVAX (2.31) vs CAAIX (0.78). CAAIX was incepted earlier than VMVAX: CAAIX (13 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 : 7.23 vs. CAAIX (-4.23). VMVAX return over 5 years is better than : 69.23 vs. CAAIX (3.78).
| 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 | 13 years | 14 years | - |
| Gain YTD | -6.925 | -0.023 | 30,560% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 29.9B | 3% |
| Annual Yield % from dividends | 0.78 | 2.31 | 34% |
| Returns for 1 year | -4.23 | 7.23 | -58% |
| Returns for 3 years | -3.39 | 24.99 | -14% |
| Returns for 5 years | 3.78 | 69.23 | 5% |
| Returns for 10 years | -28.95 | 78.81 | -37% |
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