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CAAIX vs VMVAX
CAAIX vs VMVAX Comparison
Open Charts CAAIX vs VMVAX
Ariel Appreciation Institutional
Price$40.14
Change+$0.30 (+0.75%)
VolumeN/A
Net Assets966.13M
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
CAAIX vs VMVAX Comparison Chart
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CAAIX vs. VMVAX commentary
Jan 19, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. CAAIX (966M). 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 : 17.93 vs. CAAIX (8.04). VMVAX return over 5 years is better than : 38.32 vs. CAAIX (-7.78).
| 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 | 2.189 | 2.745 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 966M | 30.1B | 3% |
| Annual Yield % from dividends | 1.04 | 2.14 | 49% |
| Returns for 1 year | 8.04 | 17.93 | 45% |
| Returns for 3 years | -14.54 | 11.64 | -125% |
| Returns for 5 years | -7.78 | 38.32 | -20% |
| Returns for 10 years | -15.01 | 93.65 | -16% |
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