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CAAIX vs VEVYX
CAAIX vs VEVYX Comparison
Open Charts CAAIX vs VEVYX
Ariel Appreciation Institutional
Price$41.00
Change+$0.13 (+0.32%)
VolumeN/A
Net Assets849.69M
Victory Sycamore Established Value Y
Price$45.78
Change+$0.13 (+0.28%)
VolumeN/A
Net Assets15.96B
CAAIX vs VEVYX Comparison Chart in %
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CAAIX vs. VEVYX commentary
Nov 25, 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 StrongBuy and VEVYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16B vs. CAAIX (850M). VEVYX pays higher dividends than CAAIX: VEVYX (1.05) vs CAAIX (0.68). 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 : -8.18 vs. VEVYX (-14.42). VEVYX return over 5 years is better than : 17.61 vs. CAAIX (2.10).
| 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 | 4.048 | 0.115 | 3,506% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 850M | 16B | 5% |
| Annual Yield % from dividends | 0.68 | 1.05 | 64% |
| Returns for 1 year | -8.18 | -14.42 | 57% |
| Returns for 3 years | 6.22 | -3.67 | -169% |
| Returns for 5 years | 2.10 | 17.61 | 12% |
| Returns for 10 years | -7.06 | 43.29 | -16% |
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