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CAAIX vs MVCAX
CAAIX vs MVCAX Comparison
Open Charts CAAIX vs MVCAX
Ariel Appreciation Institutional
Price$32.60
Change+$0.28 (+0.87%)
VolumeN/A
Net Assets747.18M
CAAIX vs MVCAX Comparison Chart
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CAAIX vs. MVCAX commentary
Apr 12, 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.2B vs. CAAIX (747M). MVCAX pays higher dividends than CAAIX: MVCAX (0.90) vs CAAIX (0.77). CAAIX was incepted earlier than MVCAX: CAAIX (13 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). MVCAX annual gain was more profitable for investors over the last year : -12.97 vs. CAAIX (-17.15). MVCAX return over 5 years is better than : 49.10 vs. CAAIX (-0.68).
| CAAIX | MVCAX | CAAIX / MVCAX | |
| Total Expense Ratio | 0.83 | 0.99 | 84% |
| Annual Report Gross Expense Ratio | 0.83 | 1.00 | 83% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -17.719 | -11.473 | 154% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 747M | 15.2B | 5% |
| Annual Yield % from dividends | 0.77 | 0.90 | 86% |
| Returns for 1 year | -17.15 | -12.97 | 132% |
| Returns for 3 years | -25.23 | -8.09 | 312% |
| Returns for 5 years | -0.68 | 49.10 | -1% |
| Returns for 10 years | -37.60 | 39.26 | -96% |
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