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CAAIX vs MVCAX
CAAIX vs MVCAX Comparison
Open Charts CAAIX vs MVCAX
Ariel Appreciation Institutional
Price$39.38
Change+$0.63 (+1.63%)
VolumeN/A
Net Assets847.79M
CAAIX vs MVCAX Comparison Chart in %
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CAAIX vs. MVCAX commentary
Jul 02, 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. CAAIX (848M). MVCAX pays higher dividends than CAAIX: MVCAX (0.87) vs CAAIX (0.73). CAAIX was incepted earlier than MVCAX: CAAIX (14 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than CAAIX (0.83). MVCAX is a more actively managed with annual turnover of: 27.00 vs. CAAIX (17.00). MVCAX has a lower initial minimum investment than CAAIX: MVCAX (1000) vs CAAIX (1000000). CAAIX annual gain was more profitable for investors over the last year : 2.12 vs. MVCAX (-1.65). MVCAX return over 5 years is better than : 57.59 vs. CAAIX (11.61).
| CAAIX | MVCAX | CAAIX / MVCAX | |
| Total Expense Ratio | 0.83 | 0.99 | 84% |
| Annual Report Gross Expense Ratio | 0.83 | 1.00 | 83% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -1.375 | 0.489 | -281% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 848M | 16.9B | 5% |
| Annual Yield % from dividends | 0.73 | 0.87 | 83% |
| Returns for 1 year | 2.12 | -1.65 | -128% |
| Returns for 3 years | 2.10 | 15.88 | 13% |
| Returns for 5 years | 11.61 | 57.59 | 20% |
| Returns for 10 years | -23.44 | 59.92 | -39% |
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