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CAAIX vs VMVAX
CAAIX vs VMVAX Comparison
Open Charts CAAIX vs VMVAX
Ariel Appreciation Institutional
Price$39.96
Change-$0.66 (-1.62%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$82.82
Change-$0.81 (-0.97%)
VolumeN/A
CapitalizationN/A
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CAAIX vs VMVAX Comparison Chart
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CAAIX vs. VMVAX commentary
Sep 08, 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 StrongSell and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. CAAIX (975M). 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 : 18.81 vs. CAAIX (3.45). VMVAX return over 5 years is better than : 46.93 vs. CAAIX (-2.64).
| 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 | 3.570 | 11.557 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 975M | 30.5B | 3% |
| Annual Yield % from dividends | 1.04 | 2.14 | 49% |
| Returns for 1 year | 3.45 | 18.81 | 18% |
| Returns for 3 years | -21.63 | 11.58 | -187% |
| Returns for 5 years | -2.64 | 46.93 | -6% |
| Returns for 10 years | -23.48 | 90.12 | -26% |