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CAAIX vs VMVIX
CAAIX vs VMVIX Comparison
Open Charts CAAIX vs VMVIX
Ariel Appreciation Institutional
Price$36.56
Change-$0.78 (-2.09%)
VolumeN/A
Net Assets803.9M
Vanguard Mid-Cap Value Index Investor
Price$63.62
Change-$0.75 (-1.17%)
VolumeN/A
Net Assets29.95B
CAAIX vs VMVIX Comparison Chart
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CAAIX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. CAAIX (804M). VMVIX pays higher dividends than CAAIX: VMVIX (2.19) vs CAAIX (0.78). CAAIX was incepted earlier than VMVIX: CAAIX (13 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 : 7.21 vs. CAAIX (-4.23). VMVIX return over 5 years is better than : 69.17 vs. CAAIX (3.78).
| CAAIX | VMVIX | CAAIX / VMVIX | |
| Total Expense Ratio | 0.83 | 0.19 | 437% |
| Annual Report Gross Expense Ratio | 0.83 | 0.19 | 437% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | -6.925 | -0.052 | 13,307% |
| 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 | 2.19 | 36% |
| Returns for 1 year | -4.23 | 7.21 | -59% |
| Returns for 3 years | -3.39 | 24.97 | -14% |
| Returns for 5 years | 3.78 | 69.17 | 5% |
| Returns for 10 years | -28.95 | 78.71 | -37% |
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