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CAAPX vs VMVAX
CAAPX vs VMVAX Comparison
Open Charts CAAPX vs VMVAX
Ariel Appreciation Investor
Price$41.38
Change-$0.50 (-1.19%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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CAAPX vs VMVAX Comparison Chart
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CAAPX vs. VMVAX commentary
Sep 21, 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 StrongBuy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. CAAPX (1.02B). VMVAX pays higher dividends than CAAPX: VMVAX (2.14) vs CAAPX (0.74). CAAPX was incepted earlier than VMVAX: CAAPX (35 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. CAAPX (17.00). CAAPX has a lower initial minimum investment than VMVAX: CAAPX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 25.35 vs. CAAPX (9.59). VMVAX return over 5 years is better than : 48.82 vs. CAAPX (-4.28).
| CAAPX | VMVAX | CAAPX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 13 years | - |
| Gain YTD | 5.723 | 14.946 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 30.5B | 3% |
| Annual Yield % from dividends | 0.74 | 2.14 | 35% |
| Returns for 1 year | 9.59 | 25.35 | 38% |
| Returns for 3 years | -16.71 | 20.71 | -81% |
| Returns for 5 years | -4.28 | 48.82 | -9% |
| Returns for 10 years | -21.55 | 100.88 | -21% |
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