CAAPX
Price
$35.95
Change
-$0.20 (-0.55%)
Updated
May 30 closing price
Net Assets
798.56M
MVCAX
Price
$30.03
Change
-$0.04 (-0.13%)
Updated
May 30 closing price
Net Assets
16.66B
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CAAPX vs MVCAX

Header iconCAAPX vs MVCAX Comparison
Open Charts CAAPX vs MVCAXBanner chart's image
Ariel Appreciation Investor
Price$35.95
Change-$0.20 (-0.55%)
VolumeN/A
Net Assets798.56M
MFS Mid Cap Value A
Price$30.03
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets16.66B
CAAPX vs MVCAX Comparison Chart
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CAAPX vs. MVCAX commentary
Jun 02, 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 CAAPX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. CAAPX (799M). MVCAX pays higher dividends than CAAPX: MVCAX (0.89) vs CAAPX (0.45). CAAPX was incepted earlier than MVCAX: CAAPX (36 years) vs MVCAX (24 years). CAAPX (1.14) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 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 : -4.96 vs. CAAPX (-6.57). MVCAX return over 5 years is better than : 53.35 vs. CAAPX (1.73).
CAAPXMVCAXCAAPX / MVCAX
Total Expense Ratio1.140.99115%
Annual Report Gross Expense Ratio1.141.00114%
Fund Existence36 years24 years-
Gain YTD-8.291-2.119391%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets799M16.7B5%
Annual Yield % from dividends0.450.8950%
Returns for 1 year-6.57-4.96132%
Returns for 3 years-16.182.40-674%
Returns for 5 years1.7353.353%
Returns for 10 years-32.4853.46-61%
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