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CAAIX vs MVCAX
CAAIX vs MVCAX Comparison
Open Charts CAAIX vs MVCAX
Ariel Appreciation Institutional
Price$39.96
Change-$0.11 (-0.27%)
VolumeN/A
Net Assets864.57M
CAAIX vs MVCAX Comparison Chart in %
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CAAIX vs. MVCAX commentary
Aug 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: 16.9B vs. CAAIX (865M). MVCAX pays higher dividends than CAAIX: MVCAX (0.86) vs CAAIX (0.70). 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 : 1.51 vs. MVCAX (-3.12). MVCAX return over 5 years is better than : 44.14 vs. CAAIX (3.51).
| 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 | 1.731 | 1.271 | 136% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 865M | 16.9B | 5% |
| Annual Yield % from dividends | 0.70 | 0.86 | 81% |
| Returns for 1 year | 1.51 | -3.12 | -48% |
| Returns for 3 years | -6.02 | 5.21 | -115% |
| Returns for 5 years | 3.51 | 44.14 | 8% |
| Returns for 10 years | -18.84 | 60.46 | -31% |
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