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CAAIX vs VMVIX
CAAIX vs VMVIX Comparison
Open Charts CAAIX vs VMVIX
Ariel Appreciation Institutional
Price$41.17
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets940.23M
Vanguard Mid-Cap Value Index Investor
Price$72.26
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets33.17B
CAAIX vs VMVIX Comparison Chart in %
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CAAIX vs. VMVIX 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. CAAIX (940M). VMVIX pays higher dividends than CAAIX: VMVIX (1.98) vs CAAIX (0.03). 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). CAAIX is a more actively managed with annual turnover of: 25.00 vs. VMVIX (19.00). 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 : 14.34 vs. CAAIX (6.19). VMVIX return over 5 years is better than : 49.25 vs. CAAIX (-7.35).
| 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 | 6.054 | 3.510 | 172% |
| 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 | 1.98 | 1% |
| Returns for 1 year | 6.19 | 14.34 | 43% |
| Returns for 3 years | 3.73 | 29.80 | 12% |
| Returns for 5 years | -7.35 | 49.25 | -15% |
| Returns for 10 years | 10.84 | 140.35 | 8% |
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