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CAAPX vs MVCAX
CAAPX vs MVCAX Comparison
Open Charts CAAPX vs MVCAX
Ariel Appreciation Investor
Price$42.94
Change-$0.45 (-1.04%)
VolumeN/A
Net Assets908.87M
CAAPX vs MVCAX Comparison Chart in %
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CAAPX vs. MVCAX commentary
Sep 15, 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: 17.1B vs. CAAPX (909M). MVCAX pays higher dividends than CAAPX: MVCAX (0.84) vs CAAPX (0.38). 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 : 8.68 vs. MVCAX (-2.60). MVCAX return over 5 years is better than : 53.99 vs. CAAPX (12.95).
| 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 | 9.541 | 5.346 | 178% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 909M | 17.1B | 5% |
| Annual Yield % from dividends | 0.38 | 0.84 | 46% |
| Returns for 1 year | 8.68 | -2.60 | -334% |
| Returns for 3 years | 7.81 | 16.10 | 49% |
| Returns for 5 years | 12.95 | 53.99 | 24% |
| Returns for 10 years | -9.36 | 75.48 | -12% |
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