Interact to see
Advertisement
Advertisement
CAAIX vs VMVIX
CAAIX vs VMVIX Comparison
Open Charts CAAIX vs VMVIX
Ariel Appreciation Institutional
Price$41.39
Change-$0.66 (-1.57%)
VolumeN/A
Net Assets863.2M
Vanguard Mid-Cap Value Index Investor
Price$68.49
Change-$0.77 (-1.11%)
VolumeN/A
Net Assets31.8B
CAAIX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAAIX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. CAAIX (863M). VMVIX pays higher dividends than CAAIX: VMVIX (2.08) vs CAAIX (0.68). CAAIX was incepted earlier than VMVIX: CAAIX (14 years) vs VMVIX (19 years). CAAIX (0.83) is less costly to investors than VMVIX (0.19). VMVIX is a more actively managed with annual turnover of: 19.00 vs. CAAIX (17.00). VMVIX has a lower initial minimum investment than CAAIX: VMVIX (3000) vs CAAIX (1000000). VMVIX annual gain was more profitable for investors over the last year : 2.82 vs. CAAIX (-4.76). VMVIX return over 5 years is better than : 56.50 vs. CAAIX (-0.19).
| CAAIX | VMVIX | CAAIX / VMVIX | |
| Total Expense Ratio | 0.83 | 0.19 | 437% |
| Annual Report Gross Expense Ratio | 0.83 | 0.19 | 437% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 7.052 | 8.851 | 80% |
| 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 | 2.08 | 33% |
| Returns for 1 year | -4.76 | 2.82 | -169% |
| Returns for 3 years | 1.16 | 26.77 | 4% |
| Returns for 5 years | -0.19 | 56.50 | -0% |
| Returns for 10 years | -10.01 | 108.40 | -9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement