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CAAIX vs VEVYX
CAAIX vs VEVYX Comparison
Open Charts CAAIX vs VEVYX
Ariel Appreciation Institutional
Price$43.02
Change-$0.11 (-0.26%)
VolumeN/A
Net Assets919.71M
Victory Sycamore Established Value Y
Price$46.84
Change-$0.26 (-0.55%)
VolumeN/A
Net Assets17.28B
CAAIX vs VEVYX Comparison Chart in %
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CAAIX vs. VEVYX commentary
Sep 17, 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 VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.3B vs. CAAIX (920M). VEVYX pays higher dividends than CAAIX: VEVYX (1.06) vs CAAIX (0.67). CAAIX was incepted earlier than VEVYX: CAAIX (14 years) vs VEVYX (13 years). CAAIX (0.83) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. CAAIX (17.00). CAAIX (1000000) and VEVYX (1000000) have matching initial minimum investment requirements. CAAIX annual gain was more profitable for investors over the last year : 7.13 vs. VEVYX (-7.45). VEVYX return over 5 years is better than : 37.43 vs. CAAIX (12.17).
| CAAIX | VEVYX | CAAIX / VEVYX | |
| Total Expense Ratio | 0.83 | 0.66 | 126% |
| Annual Report Gross Expense Ratio | 0.83 | 0.66 | 126% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 9.801 | 3.103 | 316% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 920M | 17.3B | 5% |
| Annual Yield % from dividends | 0.67 | 1.06 | 63% |
| Returns for 1 year | 7.13 | -7.45 | -96% |
| Returns for 3 years | 11.81 | 7.29 | 162% |
| Returns for 5 years | 12.17 | 37.43 | 33% |
| Returns for 10 years | -5.90 | 57.52 | -10% |
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