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CAAPX vs MVCAX
CAAPX vs MVCAX Comparison
Open Charts CAAPX vs MVCAX
Ariel Appreciation Investor
Price$40.04
Change-$0.30 (-0.74%)
VolumeN/A
Net Assets869.33M
CAAPX vs MVCAX Comparison Chart in %
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CAAPX vs. MVCAX commentary
Aug 04, 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: 16.8B vs. CAAPX (869M). MVCAX pays higher dividends than CAAPX: MVCAX (0.86) vs CAAPX (0.40). 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. CAAPX annual gain was more profitable for investors over the last year : -2.95 vs. MVCAX (-6.01). MVCAX return over 5 years is better than : 49.40 vs. CAAPX (8.17).
| CAAPX | MVCAX | CAAPX / MVCAX | |
| Total Expense Ratio | 1.14 | 0.99 | 115% |
| Annual Report Gross Expense Ratio | 1.14 | 1.00 | 114% |
| Fund Existence | 36 years | 24 years | - |
| Gain YTD | 2.143 | 0.750 | 286% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 869M | 16.8B | 5% |
| Annual Yield % from dividends | 0.40 | 0.86 | 47% |
| Returns for 1 year | -2.95 | -6.01 | 49% |
| Returns for 3 years | -1.86 | 10.45 | -18% |
| Returns for 5 years | 8.17 | 49.40 | 17% |
| Returns for 10 years | -21.96 | 61.59 | -36% |
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