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CAAIX vs VMVAX
CAAIX vs VMVAX Comparison
Open Charts CAAIX vs VMVAX
Ariel Appreciation Institutional
Price$39.44
Change-$0.83 (-2.06%)
VolumeN/A
Net Assets936.74M
Vanguard Mid-Cap Value Index Admiral
Price$85.40
Change-$0.97 (-1.12%)
VolumeN/A
Net Assets30.89B
CAAIX vs VMVAX Comparison Chart
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CAAIX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. CAAIX (937M). 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 : 12.44 vs. CAAIX (2.97). VMVAX return over 5 years is better than : 38.46 vs. CAAIX (-6.81).
| 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 | 0.407 | 1.921 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 937M | 30.9B | 3% |
| Annual Yield % from dividends | 1.04 | 2.14 | 49% |
| Returns for 1 year | 2.97 | 12.44 | 24% |
| Returns for 3 years | -10.61 | 15.34 | -69% |
| Returns for 5 years | -6.81 | 38.46 | -18% |
| Returns for 10 years | -22.92 | 81.26 | -28% |
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