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CAAIX vs VMVIX
CAAIX vs VMVIX Comparison
Open Charts CAAIX vs VMVIX
Ariel Appreciation Institutional
Price$40.14
Change+$0.30 (+0.75%)
VolumeN/A
Net Assets966.13M
Vanguard Mid-Cap Value Index Investor
Price$65.44
Change+$0.22 (+0.34%)
VolumeN/A
Net Assets30.1B
CAAIX vs VMVIX Comparison Chart
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CAAIX vs. VMVIX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. CAAIX (966M). VMVIX pays higher dividends than CAAIX: VMVIX (2.03) vs CAAIX (1.04). CAAIX was incepted earlier than VMVIX: CAAIX (13 years) vs VMVIX (18 years). VMVIX is a more actively managed with annual turnover of: 22.00 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 : 17.92 vs. CAAIX (8.04). VMVIX return over 5 years is better than : 38.27 vs. CAAIX (-7.78).
| CAAIX | VMVIX | CAAIX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 2.189 | 2.748 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 966M | 30.1B | 3% |
| Annual Yield % from dividends | 1.04 | 2.03 | 51% |
| Returns for 1 year | 8.04 | 17.92 | 45% |
| Returns for 3 years | -14.54 | 11.63 | -125% |
| Returns for 5 years | -7.78 | 38.27 | -20% |
| Returns for 10 years | -15.01 | 93.54 | -16% |
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