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CAAIX vs VMVAX
CAAIX vs VMVAX Comparison
Open Charts CAAIX vs VMVAX
Ariel Appreciation Institutional
Price$32.60
Change+$0.28 (+0.87%)
VolumeN/A
Net Assets747.18M
Vanguard Mid-Cap Value Index Admiral
Price$77.68
Change+$1.23 (+1.61%)
VolumeN/A
Net Assets29.86B
CAAIX vs VMVAX Comparison Chart
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CAAIX vs. VMVAX commentary
Apr 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: 29.9B vs. CAAIX (747M). VMVAX pays higher dividends than CAAIX: VMVAX (2.33) vs CAAIX (0.77). 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: 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 : -2.12 vs. CAAIX (-17.15). VMVAX return over 5 years is better than : 64.68 vs. CAAIX (-0.68).
| 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 | -17.719 | -8.704 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 747M | 29.9B | 2% |
| Annual Yield % from dividends | 0.77 | 2.33 | 33% |
| Returns for 1 year | -17.15 | -2.12 | 810% |
| Returns for 3 years | -25.23 | 0.19 | -13,591% |
| Returns for 5 years | -0.68 | 64.68 | -1% |
| Returns for 10 years | -37.60 | 62.29 | -60% |
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