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CAAPX vs VMVAX
CAAPX vs VMVAX Comparison
Open Charts CAAPX vs VMVAX
Ariel Appreciation Investor
Price$42.50
Change+$1.46 (+3.56%)
VolumeN/A
Net Assets917.22M
Vanguard Mid-Cap Value Index Admiral
Price$90.08
Change+$1.74 (+1.97%)
VolumeN/A
Net Assets31.04B
CAAPX vs VMVAX Comparison Chart in %
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CAAPX vs. VMVAX commentary
Aug 25, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. CAAPX (917M). VMVAX pays higher dividends than CAAPX: VMVAX (2.22) vs CAAPX (0.40). CAAPX was incepted earlier than VMVAX: CAAPX (36 years) vs VMVAX (14 years). CAAPX (1.14) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 19.00 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 : 8.36 vs. CAAPX (4.23). VMVAX return over 5 years is better than : 72.25 vs. CAAPX (12.63).
| CAAPX | VMVAX | CAAPX / VMVAX | |
| Total Expense Ratio | 1.14 | 0.07 | 1,629% |
| Annual Report Gross Expense Ratio | 1.14 | 0.07 | 1,629% |
| Fund Existence | 36 years | 14 years | - |
| Gain YTD | 8.418 | 7.586 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 917M | 31B | 3% |
| Annual Yield % from dividends | 0.40 | 2.22 | 18% |
| Returns for 1 year | 4.23 | 8.36 | 51% |
| Returns for 3 years | 3.99 | 24.75 | 16% |
| Returns for 5 years | 12.63 | 72.25 | 17% |
| Returns for 10 years | -6.60 | 114.57 | -6% |
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