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CAAIX vs MVCAX
CAAIX vs MVCAX Comparison
Open Charts CAAIX vs MVCAX
Ariel Appreciation Institutional
Price$39.44
Change-$0.83 (-2.06%)
VolumeN/A
Net Assets936.74M
CAAIX vs MVCAX Comparison Chart
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CAAIX vs. MVCAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. CAAIX (937M). MVCAX pays higher dividends than CAAIX: MVCAX (1.16) vs CAAIX (1.04). CAAIX was incepted earlier than MVCAX: CAAIX (13 years) vs MVCAX (24 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 : 2.97 vs. MVCAX (1.20). MVCAX return over 5 years is better than : 28.23 vs. CAAIX (-6.81).
| CAAIX | MVCAX | CAAIX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 0.407 | 0.391 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 937M | 17.4B | 5% |
| Annual Yield % from dividends | 1.04 | 1.16 | 90% |
| Returns for 1 year | 2.97 | 1.20 | 248% |
| Returns for 3 years | -10.61 | 3.99 | -266% |
| Returns for 5 years | -6.81 | 28.23 | -24% |
| Returns for 10 years | -22.92 | 60.23 | -38% |
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