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CAAIX vs VMVIX
CAAIX vs VMVIX Comparison
Open Charts CAAIX vs VMVIX
Ariel Appreciation Institutional
Price$44.24
Change-$0.46 (-1.03%)
VolumeN/A
Net Assets921.72M
Vanguard Mid-Cap Value Index Investor
Price$70.82
Change-$0.48 (-0.67%)
VolumeN/A
Net Assets32.63B
CAAIX vs VMVIX Comparison Chart in %
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CAAIX vs. VMVIX commentary
Dec 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: 32.6B vs. CAAIX (922M). VMVIX pays higher dividends than CAAIX: VMVIX (2.02) vs CAAIX (0.67). 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 : 6.99 vs. CAAIX (0.11). VMVIX return over 5 years is better than : 55.18 vs. CAAIX (8.34).
| 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 | 12.195 | 12.058 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 922M | 32.6B | 3% |
| Annual Yield % from dividends | 0.67 | 2.02 | 33% |
| Returns for 1 year | 0.11 | 6.99 | 2% |
| Returns for 3 years | 18.03 | 30.03 | 60% |
| Returns for 5 years | 8.34 | 55.18 | 15% |
| Returns for 10 years | 6.55 | 118.02 | 6% |