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CAAPX vs VEVYX
CAAPX vs VEVYX Comparison
Open Charts CAAPX vs VEVYX
Ariel Appreciation Investor
Price$42.94
Change-$0.45 (-1.04%)
VolumeN/A
Net Assets908.87M
Victory Sycamore Established Value Y
Price$47.10
Change-$0.46 (-0.97%)
VolumeN/A
Net Assets17.18B
CAAPX vs VEVYX Comparison Chart in %
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CAAPX vs. VEVYX 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 VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.2B vs. CAAPX (909M). VEVYX pays higher dividends than CAAPX: VEVYX (1.06) vs CAAPX (0.38). CAAPX was incepted earlier than VEVYX: CAAPX (36 years) vs VEVYX (13 years). CAAPX (1.14) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. CAAPX (17.00). CAAPX has a lower initial minimum investment than VEVYX: CAAPX (1000) vs VEVYX (1000000). CAAPX annual gain was more profitable for investors over the last year : 8.68 vs. VEVYX (-6.41). VEVYX return over 5 years is better than : 40.77 vs. CAAPX (12.95).
| CAAPX | VEVYX | CAAPX / VEVYX | |
| Total Expense Ratio | 1.14 | 0.66 | 173% |
| Annual Report Gross Expense Ratio | 1.14 | 0.66 | 173% |
| Fund Existence | 36 years | 13 years | - |
| Gain YTD | 9.541 | 3.103 | 307% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 909M | 17.2B | 5% |
| Annual Yield % from dividends | 0.38 | 1.06 | 36% |
| Returns for 1 year | 8.68 | -6.41 | -135% |
| Returns for 3 years | 7.81 | 4.97 | 157% |
| Returns for 5 years | 12.95 | 40.77 | 32% |
| Returns for 10 years | -9.36 | 55.86 | -17% |
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