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CAAIX vs VMVAX
CAAIX vs VMVAX Comparison
Open Charts CAAIX vs VMVAX
Ariel Appreciation Institutional
Price$36.86
Change+$0.59 (+1.63%)
VolumeN/A
Net Assets801.1M
Vanguard Mid-Cap Value Index Admiral
Price$84.21
Change+$0.61 (+0.73%)
VolumeN/A
Net Assets29.95B
CAAIX vs VMVAX Comparison Chart
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CAAIX vs. VMVAX commentary
Jun 07, 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 (801M). VMVAX pays higher dividends than CAAIX: VMVAX (2.31) vs CAAIX (0.78). CAAIX was incepted earlier than VMVAX: CAAIX (13 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 : 6.48 vs. CAAIX (-4.49). VMVAX return over 5 years is better than : 56.36 vs. CAAIX (-4.56).
| 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 | 13 years | 14 years | - |
| Gain YTD | -6.161 | -0.166 | 3,712% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 801M | 29.9B | 3% |
| Annual Yield % from dividends | 0.78 | 2.31 | 34% |
| Returns for 1 year | -4.49 | 6.48 | -69% |
| Returns for 3 years | -13.96 | 11.23 | -124% |
| Returns for 5 years | -4.56 | 56.36 | -8% |
| Returns for 10 years | -27.95 | 79.79 | -35% |
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