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CAAIX vs VMVIX
CAAIX vs VMVIX Comparison
Open Charts CAAIX vs VMVIX
Ariel Appreciation Institutional
Price$41.31
Change-$0.22 (-0.53%)
VolumeN/A
Net Assets890.05M
Vanguard Mid-Cap Value Index Investor
Price$66.94
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets31.04B
CAAIX vs VMVIX Comparison Chart in %
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CAAIX vs. VMVIX commentary
Aug 18, 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 Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. CAAIX (890M). VMVIX pays higher dividends than CAAIX: VMVIX (2.10) vs CAAIX (0.70). 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 : 7.67 vs. CAAIX (2.11). VMVIX return over 5 years is better than : 65.08 vs. CAAIX (7.20).
| 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 | 5.168 | 5.177 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 890M | 31B | 3% |
| Annual Yield % from dividends | 0.70 | 2.10 | 33% |
| Returns for 1 year | 2.11 | 7.67 | 27% |
| Returns for 3 years | -3.33 | 17.46 | -19% |
| Returns for 5 years | 7.20 | 65.08 | 11% |
| Returns for 10 years | -15.92 | 87.80 | -18% |
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