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CAAPX vs MVCAX
CAAPX vs MVCAX Comparison
Open Charts CAAPX vs MVCAX
Ariel Appreciation Investor
Price$39.62
Change+$0.15 (+0.38%)
VolumeN/A
CapitalizationN/A
CAAPX vs MVCAX Comparison Chart
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CAAPX vs. MVCAX commentary
Dec 27, 2024
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: 17.3B vs. CAAPX (965M). MVCAX pays higher dividends than CAAPX: MVCAX (1.16) vs CAAPX (0.74). CAAPX was incepted earlier than MVCAX: CAAPX (35 years) vs MVCAX (23 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. MVCAX annual gain was more profitable for investors over the last year : 4.54 vs. CAAPX (0.83). MVCAX return over 5 years is better than : 30.29 vs. CAAPX (-8.54).
| CAAPX | MVCAX | CAAPX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 23 years | - |
| Gain YTD | 1.631 | 4.858 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 965M | 17.3B | 6% |
| Annual Yield % from dividends | 0.74 | 1.16 | 64% |
| Returns for 1 year | 0.83 | 4.54 | 18% |
| Returns for 3 years | -15.51 | 1.41 | -1,099% |
| Returns for 5 years | -8.54 | 30.29 | -28% |
| Returns for 10 years | -22.22 | 63.84 | -35% |
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