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CAAPX
Price
$44.61
Change
+$0.50 (+1.13%)
Updated
Nov 22 closing price
MVCAX
Price
$36.21
Change
+$0.34 (+0.95%)
Updated
Nov 22 closing price
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CAAPX vs MVCAX

Header iconCAAPX vs MVCAX Comparison
Open Charts CAAPX vs MVCAXBanner chart's image
Ariel Appreciation Investor
Price$44.61
Change+$0.50 (+1.13%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$36.21
Change+$0.34 (+0.95%)
VolumeN/A
CapitalizationN/A
CAAPX vs MVCAX Comparison Chart
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CAAPX vs. MVCAX commentary
Nov 23, 2024

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 CAAPX is a Buy and MVCAX is a Buy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 18.3B vs. CAAPX (1.04B). MVCAX pays higher dividends than CAAPX: MVCAX (1.16) vs CAAPX (0.74). CAAPX was incepted earlier than MVCAX: CAAPX (35 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. CAAPX (17.00). CAAPX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 29.13 vs. CAAPX (26.80). MVCAX return over 5 years is better than : 54.99 vs. CAAPX (5.84).
CAAPXMVCAXCAAPX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence35 years23 years-
Gain YTD13.97521.38865%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B18.3B6%
Annual Yield % from dividends0.741.1664%
Returns for 1 year26.8029.1392%
Returns for 3 years-5.0012.33-41%
Returns for 5 years5.8454.9911%
Returns for 10 years-11.1681.57-14%
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