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CAAPX vs MVCAX
CAAPX vs MVCAX Comparison
Open Charts CAAPX vs MVCAX
Ariel Appreciation Investor
Price$35.45
Change+$0.61 (+1.75%)
VolumeN/A
Net Assets800.09M
CAAPX vs MVCAX Comparison Chart
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CAAPX vs. MVCAX commentary
May 09, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.3B vs. CAAPX (800M). MVCAX pays higher dividends than CAAPX: MVCAX (0.93) vs CAAPX (0.47). 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 : -8.27 vs. CAAPX (-10.42). MVCAX return over 5 years is better than : 56.76 vs. CAAPX (3.31).
| 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 | -11.122 | -5.150 | 216% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 16.3B | 5% |
| Annual Yield % from dividends | 0.47 | 0.93 | 51% |
| Returns for 1 year | -10.42 | -8.27 | 126% |
| Returns for 3 years | -15.42 | 4.61 | -335% |
| Returns for 5 years | 3.31 | 56.76 | 6% |
| Returns for 10 years | -34.72 | 49.35 | -70% |
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