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CAAIX vs VMVAX
CAAIX vs VMVAX Comparison
Open Charts CAAIX vs VMVAX
Ariel Appreciation Institutional
Price$41.39
Change-$0.66 (-1.57%)
VolumeN/A
Net Assets863.2M
Vanguard Mid-Cap Value Index Admiral
Price$90.11
Change-$1.02 (-1.12%)
VolumeN/A
Net Assets31.8B
CAAIX vs VMVAX Comparison Chart in %
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CAAIX vs. VMVAX commentary
Nov 14, 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: 31.8B vs. CAAIX (863M). VMVAX pays higher dividends than CAAIX: VMVAX (2.20) vs CAAIX (0.68). 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 : 2.82 vs. CAAIX (-4.76). VMVAX return over 5 years is better than : 56.57 vs. CAAIX (-0.19).
| 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 | 7.052 | 8.872 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 31.8B | 3% |
| Annual Yield % from dividends | 0.68 | 2.20 | 31% |
| Returns for 1 year | -4.76 | 2.82 | -169% |
| Returns for 3 years | 1.16 | 26.82 | 4% |
| Returns for 5 years | -0.19 | 56.57 | -0% |
| Returns for 10 years | -10.01 | 108.57 | -9% |
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