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CAAIX vs VEVYX
CAAIX vs VEVYX Comparison
Open Charts CAAIX vs VEVYX
Ariel Appreciation Institutional
Price$42.01
Change-$0.67 (-1.57%)
VolumeN/A
Net Assets906.91M
Victory Sycamore Established Value Y
Price$46.64
Change-$0.33 (-0.70%)
VolumeN/A
Net Assets17.09B
CAAIX vs VEVYX Comparison Chart in %
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CAAIX vs. VEVYX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. CAAIX (907M). VEVYX pays higher dividends than CAAIX: VEVYX (1.02) 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 : 3.46 vs. VEVYX (-8.40). VEVYX return over 5 years is better than : 34.59 vs. CAAIX (8.44).
| 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 | 8.656 | 3.010 | 288% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 17.1B | 5% |
| Annual Yield % from dividends | 0.67 | 1.02 | 66% |
| Returns for 1 year | 3.46 | -8.40 | -41% |
| Returns for 3 years | 16.49 | 12.37 | 133% |
| Returns for 5 years | 8.44 | 34.59 | 24% |
| Returns for 10 years | -8.95 | 52.15 | -17% |