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CAAIX vs MVCAX
CAAIX vs MVCAX Comparison
Open Charts CAAIX vs MVCAX
Ariel Appreciation Institutional
Price$43.15
Change-$0.53 (-1.21%)
VolumeN/A
CapitalizationN/A
CAAIX vs MVCAX Comparison Chart
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CAAIX vs. MVCAX commentary
Dec 18, 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 CAAIX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. CAAIX (1.01B). MVCAX pays higher dividends than CAAIX: MVCAX (1.16) vs CAAIX (1.04). CAAIX was incepted earlier than MVCAX: CAAIX (13 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 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 : 10.98 vs. MVCAX (7.20). MVCAX return over 5 years is better than : 32.46 vs. CAAIX (0.68).
| CAAIX | MVCAX | CAAIX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 10.020 | 5.872 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 17.7B | 6% |
| Annual Yield % from dividends | 1.04 | 1.16 | 90% |
| Returns for 1 year | 10.98 | 7.20 | 152% |
| Returns for 3 years | -4.73 | 5.74 | -82% |
| Returns for 5 years | 0.68 | 32.46 | 2% |
| Returns for 10 years | -12.37 | 68.25 | -18% |
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