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CAAIX vs VMVIX
CAAIX vs VMVIX Comparison
Open Charts CAAIX vs VMVIX
Ariel Appreciation Institutional
Price$41.00
Change+$0.13 (+0.32%)
VolumeN/A
Net Assets849.69M
Vanguard Mid-Cap Value Index Investor
Price$68.02
Change+$0.28 (+0.41%)
VolumeN/A
Net Assets31.8B
CAAIX vs VMVIX Comparison Chart in %
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CAAIX vs. VMVIX commentary
Nov 25, 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 StrongBuy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. CAAIX (850M). VMVIX pays higher dividends than CAAIX: VMVIX (2.08) vs CAAIX (0.68). CAAIX was incepted earlier than VMVIX: CAAIX (14 years) vs VMVIX (19 years). CAAIX (0.83) is less costly to investors than VMVIX (0.19). VMVIX is a more actively managed with annual turnover of: 19.00 vs. CAAIX (17.00). VMVIX has a lower initial minimum investment than CAAIX: VMVIX (3000) vs CAAIX (1000000). VMVIX annual gain was more profitable for investors over the last year : -1.07 vs. CAAIX (-8.18). VMVIX return over 5 years is better than : 47.75 vs. CAAIX (2.10).
| CAAIX | VMVIX | CAAIX / VMVIX | |
| Total Expense Ratio | 0.83 | 0.19 | 437% |
| Annual Report Gross Expense Ratio | 0.83 | 0.19 | 437% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 4.048 | 6.462 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 850M | 31.8B | 3% |
| Annual Yield % from dividends | 0.68 | 2.08 | 33% |
| Returns for 1 year | -8.18 | -1.07 | 766% |
| Returns for 3 years | 6.22 | 22.34 | 28% |
| Returns for 5 years | 2.10 | 47.75 | 4% |
| Returns for 10 years | -7.06 | 96.62 | -7% |
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