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CAAPX vs VEVYX
CAAPX vs VEVYX Comparison
Open Charts CAAPX vs VEVYX
Ariel Appreciation Investor
Price$39.91
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets836.01M
Victory Sycamore Established Value Y
Price$44.91
Change-$0.17 (-0.38%)
VolumeN/A
Net Assets15.82B
CAAPX vs VEVYX Comparison Chart in %
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CAAPX vs. VEVYX commentary
Nov 20, 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 VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.8B vs. CAAPX (836M). VEVYX pays higher dividends than CAAPX: VEVYX (1.05) vs CAAPX (0.39). 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 : -6.87 vs. VEVYX (-12.99). VEVYX return over 5 years is better than : 19.42 vs. CAAPX (1.91).
| 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 | 1.913 | -1.135 | -169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 836M | 15.8B | 5% |
| Annual Yield % from dividends | 0.39 | 1.05 | 37% |
| Returns for 1 year | -6.87 | -12.99 | 53% |
| Returns for 3 years | -2.48 | -2.70 | 92% |
| Returns for 5 years | 1.91 | 19.42 | 10% |
| Returns for 10 years | -10.75 | 42.90 | -25% |
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