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CAAIX vs MVCAX
CAAIX vs MVCAX Comparison
Open Charts CAAIX vs MVCAX
Ariel Appreciation Institutional
Price$42.01
Change-$0.67 (-1.57%)
VolumeN/A
Net Assets906.91M
CAAIX vs MVCAX Comparison Chart in %
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CAAIX vs. MVCAX commentary
Oct 08, 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: 17.2B vs. CAAIX (907M). MVCAX pays higher dividends than CAAIX: MVCAX (0.84) vs CAAIX (0.67). 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 : 3.46 vs. MVCAX (-4.78). MVCAX return over 5 years is better than : 47.20 vs. CAAIX (8.44).
| 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 | 8.656 | 5.639 | 154% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 17.2B | 5% |
| Annual Yield % from dividends | 0.67 | 0.84 | 80% |
| Returns for 1 year | 3.46 | -4.78 | -72% |
| Returns for 3 years | 16.49 | 24.99 | 66% |
| Returns for 5 years | 8.44 | 47.20 | 18% |
| Returns for 10 years | -8.95 | 74.81 | -12% |
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