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CAAIX vs VMVIX
CAAIX vs VMVIX Comparison
Open Charts CAAIX vs VMVIX
Ariel Appreciation Institutional
Price$40.20
Change-$0.31 (-0.77%)
VolumeN/A
Net Assets869.33M
Vanguard Mid-Cap Value Index Investor
Price$65.30
Change-$0.56 (-0.85%)
VolumeN/A
Net Assets30.57B
CAAIX vs VMVIX Comparison Chart in %
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CAAIX vs. VMVIX commentary
Aug 05, 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. CAAIX (869M). VMVIX pays higher dividends than CAAIX: VMVIX (2.10) vs CAAIX (0.70). 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 : 4.96 vs. CAAIX (-2.65). VMVIX return over 5 years is better than : 66.31 vs. CAAIX (10.05).
| 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 | 2.342 | 2.600 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 869M | 30.6B | 3% |
| Annual Yield % from dividends | 0.70 | 2.10 | 33% |
| Returns for 1 year | -2.65 | 4.96 | -53% |
| Returns for 3 years | -0.88 | 21.44 | -4% |
| Returns for 5 years | 10.05 | 66.31 | 15% |
| Returns for 10 years | -19.57 | 86.12 | -23% |
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