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CAAPX vs MVCAX
CAAPX vs MVCAX Comparison
Open Charts CAAPX vs MVCAX
Ariel Appreciation Investor
Price$32.43
Change+$0.29 (+0.90%)
VolumeN/A
Net Assets744.11M
CAAPX vs MVCAX Comparison Chart
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CAAPX vs. MVCAX commentary
Apr 18, 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.4B vs. CAAPX (744M). MVCAX pays higher dividends than CAAPX: MVCAX (0.90) vs CAAPX (0.44). CAAPX was incepted earlier than MVCAX: CAAPX (35 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 : -8.14 vs. CAAPX (-14.29). MVCAX return over 5 years is better than : 54.79 vs. CAAPX (-1.05).
| CAAPX | MVCAX | CAAPX / MVCAX | |
| Total Expense Ratio | 1.14 | 0.99 | 115% |
| Annual Report Gross Expense Ratio | 1.14 | 1.00 | 114% |
| Fund Existence | 35 years | 24 years | - |
| Gain YTD | -18.010 | -9.648 | 187% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 744M | 15.4B | 5% |
| Annual Yield % from dividends | 0.44 | 0.90 | 49% |
| Returns for 1 year | -14.29 | -8.14 | 176% |
| Returns for 3 years | -26.31 | -6.94 | 379% |
| Returns for 5 years | -1.05 | 54.79 | -2% |
| Returns for 10 years | -39.59 | 42.27 | -94% |
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