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CAAPX vs MVCAX
CAAPX vs MVCAX Comparison
Open Charts CAAPX vs MVCAX
Ariel Appreciation Investor
Price$39.33
Change-$0.84 (-2.09%)
VolumeN/A
Net Assets936.74M
CAAPX vs MVCAX Comparison Chart
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CAAPX vs. MVCAX commentary
Feb 23, 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 StrongBuy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. CAAPX (937M). MVCAX pays higher dividends than CAAPX: MVCAX (1.16) vs CAAPX (0.74). CAAPX was incepted earlier than MVCAX: CAAPX (35 years) vs MVCAX (24 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. CAAPX annual gain was more profitable for investors over the last year : 2.64 vs. MVCAX (1.20). MVCAX return over 5 years is better than : 28.23 vs. CAAPX (-8.41).
| CAAPX | MVCAX | CAAPX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 24 years | - |
| Gain YTD | 0.332 | 0.391 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 937M | 17.4B | 5% |
| Annual Yield % from dividends | 0.74 | 1.16 | 64% |
| Returns for 1 year | 2.64 | 1.20 | 221% |
| Returns for 3 years | -11.52 | 3.99 | -289% |
| Returns for 5 years | -8.41 | 28.23 | -30% |
| Returns for 10 years | -25.21 | 60.23 | -42% |
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