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CAAIX vs VMVAX
CAAIX vs VMVAX Comparison
Open Charts CAAIX vs VMVAX
Ariel Appreciation Institutional
Price$43.37
Change-$0.45 (-1.03%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
CAAIX vs VMVAX Comparison Chart
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CAAIX vs. VMVAX commentary
Nov 18, 2024
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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. CAAIX (1.02B). 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 : 27.09 vs. CAAIX (17.24). VMVAX return over 5 years is better than : 47.45 vs. CAAIX (-3.30).
| 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 | 10.581 | 17.355 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 30.9B | 3% |
| Annual Yield % from dividends | 1.04 | 2.14 | 49% |
| Returns for 1 year | 17.24 | 27.09 | 64% |
| Returns for 3 years | -19.49 | 13.54 | -144% |
| Returns for 5 years | -3.30 | 47.45 | -7% |
| Returns for 10 years | -19.59 | 96.84 | -20% |
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