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ARAIX vs VISVX
ARAIX vs VISVX Comparison
Open Charts ARAIX vs VISVX
Ariel Fund Institutional
Price$71.75
Change-$7.24 (-9.17%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
ARAIX vs VISVX Comparison Chart
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ARAIX vs. VISVX commentary
Dec 19, 2024
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 ARAIX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. ARAIX (2.83B). VISVX pays higher dividends than ARAIX: VISVX (1.90) vs ARAIX (0.65). ARAIX was incepted earlier than VISVX: ARAIX (13 years) vs VISVX (27 years). ARAIX is a more actively managed with annual turnover of: 20.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than ARAIX: VISVX (3000) vs ARAIX (1000000). ARAIX (16.90) and VISVX (16.18) have marching annual gain over last year. VISVX return over 5 years is better than : 52.67 vs. ARAIX (25.59).
| ARAIX | VISVX | ARAIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 15.584 | 14.945 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 63B | 4% |
| Annual Yield % from dividends | 0.65 | 1.90 | 34% |
| Returns for 1 year | 16.90 | 16.18 | 104% |
| Returns for 3 years | -0.42 | 20.58 | -2% |
| Returns for 5 years | 25.59 | 52.67 | 49% |
| Returns for 10 years | 17.61 | 105.07 | 17% |
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