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CAAIX vs VMVAX
CAAIX vs VMVAX Comparison
Open Charts CAAIX vs VMVAX
Ariel Appreciation Institutional
Price$43.15
Change-$0.53 (-1.21%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.05
Change-$0.69 (-0.80%)
VolumeN/A
CapitalizationN/A
CAAIX vs VMVAX Comparison Chart
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CAAIX vs. VMVAX commentary
Dec 18, 2024
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 VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. CAAIX (1.01B). VMVAX pays higher dividends than CAAIX: VMVAX (2.14) vs CAAIX (1.04). CAAIX was incepted earlier than VMVAX: CAAIX (13 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. CAAIX (17.00). VMVAX has a lower initial minimum investment than CAAIX: VMVAX (3000) vs CAAIX (1000000). VMVAX annual gain was more profitable for investors over the last year : 15.41 vs. CAAIX (10.98). VMVAX return over 5 years is better than : 40.94 vs. CAAIX (0.68).
| CAAIX | VMVAX | CAAIX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 10.020 | 14.833 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 32.8B | 3% |
| Annual Yield % from dividends | 1.04 | 2.14 | 49% |
| Returns for 1 year | 10.98 | 15.41 | 71% |
| Returns for 3 years | -4.73 | 14.48 | -33% |
| Returns for 5 years | 0.68 | 40.94 | 2% |
| Returns for 10 years | -12.37 | 89.30 | -14% |
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