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CAAIX vs VMVIX
CAAIX vs VMVIX Comparison
Open Charts CAAIX vs VMVIX
Ariel Appreciation Institutional
Price$43.02
Change-$0.11 (-0.26%)
VolumeN/A
Net Assets919.71M
Vanguard Mid-Cap Value Index Investor
Price$67.90
Change-$0.39 (-0.57%)
VolumeN/A
Net Assets32.03B
CAAIX vs VMVIX Comparison Chart in %
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CAAIX vs. VMVIX commentary
Sep 17, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32B vs. CAAIX (920M). VMVIX pays higher dividends than CAAIX: VMVIX (2.04) 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). CAAIX annual gain was more profitable for investors over the last year : 7.13 vs. VMVIX (5.86). VMVIX return over 5 years is better than : 66.90 vs. CAAIX (12.17).
| 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 | 9.801 | 7.298 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 920M | 32B | 3% |
| Annual Yield % from dividends | 0.67 | 2.04 | 33% |
| Returns for 1 year | 7.13 | 5.86 | 122% |
| Returns for 3 years | 11.81 | 30.91 | 38% |
| Returns for 5 years | 12.17 | 66.90 | 18% |
| Returns for 10 years | -5.90 | 103.94 | -6% |
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