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CAAIX vs VMVAX
CAAIX vs VMVAX Comparison
Open Charts CAAIX vs VMVAX
Ariel Appreciation Institutional
Price$39.38
Change+$0.63 (+1.63%)
VolumeN/A
Net Assets847.79M
Vanguard Mid-Cap Value Index Admiral
Price$86.27
Change+$1.07 (+1.26%)
VolumeN/A
Net Assets29.95B
CAAIX vs VMVAX Comparison Chart in %
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CAAIX vs. VMVAX commentary
Jul 02, 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: 29.9B vs. CAAIX (848M). VMVAX pays higher dividends than CAAIX: VMVAX (2.26) vs CAAIX (0.73). CAAIX was incepted earlier than VMVAX: CAAIX (14 years) vs VMVAX (14 years). CAAIX (0.83) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 19.00 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 : 9.46 vs. CAAIX (2.12). VMVAX return over 5 years is better than : 74.65 vs. CAAIX (11.61).
| CAAIX | VMVAX | CAAIX / VMVAX | |
| Total Expense Ratio | 0.83 | 0.07 | 1,186% |
| Annual Report Gross Expense Ratio | 0.83 | 0.07 | 1,186% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -1.375 | 1.721 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 848M | 29.9B | 3% |
| Annual Yield % from dividends | 0.73 | 2.26 | 32% |
| Returns for 1 year | 2.12 | 9.46 | 22% |
| Returns for 3 years | 2.10 | 26.22 | 8% |
| Returns for 5 years | 11.61 | 74.65 | 16% |
| Returns for 10 years | -23.44 | 83.81 | -28% |
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