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CAAIX vs MVCAX
CAAIX vs MVCAX Comparison
Open Charts CAAIX vs MVCAX
Ariel Appreciation Institutional
Price$40.14
Change+$0.30 (+0.75%)
VolumeN/A
Net Assets966.13M
CAAIX vs MVCAX Comparison Chart
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CAAIX vs. MVCAX commentary
Jan 19, 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: 17.6B vs. CAAIX (966M). 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). MVCAX annual gain was more profitable for investors over the last year : 9.50 vs. CAAIX (8.04). MVCAX return over 5 years is better than : 30.79 vs. CAAIX (-7.78).
| 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 | 2.189 | 2.966 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 966M | 17.6B | 5% |
| Annual Yield % from dividends | 1.04 | 1.16 | 90% |
| Returns for 1 year | 8.04 | 9.50 | 85% |
| Returns for 3 years | -14.54 | 2.65 | -549% |
| Returns for 5 years | -7.78 | 30.79 | -25% |
| Returns for 10 years | -15.01 | 74.34 | -20% |
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