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CAAIX vs VMVIX
CAAIX vs VMVIX Comparison
Open Charts CAAIX vs VMVIX
Ariel Appreciation Institutional
Price$42.01
Change-$0.67 (-1.57%)
VolumeN/A
Net Assets906.91M
Vanguard Mid-Cap Value Index Investor
Price$68.69
Change-$0.27 (-0.39%)
VolumeN/A
Net Assets32.47B
CAAIX vs VMVIX Comparison Chart in %
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CAAIX vs. VMVIX commentary
Oct 08, 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.5B vs. CAAIX (907M). VMVIX pays higher dividends than CAAIX: VMVIX (2.05) vs CAAIX (0.67). 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 : 5.98 vs. CAAIX (3.46). VMVIX return over 5 years is better than : 65.13 vs. CAAIX (8.44).
| 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 | 8.656 | 8.380 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 32.5B | 3% |
| Annual Yield % from dividends | 0.67 | 2.05 | 33% |
| Returns for 1 year | 3.46 | 5.98 | 58% |
| Returns for 3 years | 16.49 | 42.59 | 39% |
| Returns for 5 years | 8.44 | 65.13 | 13% |
| Returns for 10 years | -8.95 | 103.00 | -9% |