Interact to see
Advertisement
Advertisement
CAAIX vs VMVAX
CAAIX vs VMVAX Comparison
Open Charts CAAIX vs VMVAX
Ariel Appreciation Institutional
Price$39.96
Change-$0.11 (-0.27%)
VolumeN/A
Net Assets864.57M
Vanguard Mid-Cap Value Index Admiral
Price$86.61
Change-$0.35 (-0.40%)
VolumeN/A
Net Assets31.04B
CAAIX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAAIX vs. VMVAX commentary
Aug 12, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. CAAIX (865M). VMVAX pays higher dividends than CAAIX: VMVAX (2.22) vs CAAIX (0.70). 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 : 8.31 vs. CAAIX (1.51). VMVAX return over 5 years is better than : 62.54 vs. CAAIX (3.51).
| 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 | 1.731 | 3.860 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 865M | 31B | 3% |
| Annual Yield % from dividends | 0.70 | 2.22 | 31% |
| Returns for 1 year | 1.51 | 8.31 | 18% |
| Returns for 3 years | -6.02 | 16.57 | -36% |
| Returns for 5 years | 3.51 | 62.54 | 6% |
| Returns for 10 years | -18.84 | 86.10 | -22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| AUTO.X | 119.975880 | 4.049301 | +3.49% |
| Auto cryptocurrency | |||
| QNT.X | 110.342636 | -3.812538 | -3.34% |
| Quant cryptocurrency | |||
| ONG.X | 0.173788 | -0.006682 | -3.70% |
| Ontology Gas cryptocurrency | |||
| ALCX.X | 10.167970 | -0.403000 | -3.81% |
| Alchemix cryptocurrency | |||
| YFI.X | 5604.344700 | -252.326660 | -4.31% |
| yearn.finance cryptocurrency | |||