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CAAPX vs VMVAX
CAAPX vs VMVAX Comparison
Open Charts CAAPX vs VMVAX
Ariel Appreciation Investor
Price$40.04
Change-$0.30 (-0.74%)
VolumeN/A
Net Assets869.33M
Vanguard Mid-Cap Value Index Admiral
Price$85.91
Change-$0.74 (-0.85%)
VolumeN/A
Net Assets30.57B
CAAPX vs VMVAX Comparison Chart in %
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CAAPX vs. VMVAX commentary
Aug 04, 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 VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. CAAPX (869M). 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 : 4.96 vs. CAAPX (-2.95). VMVAX return over 5 years is better than : 66.39 vs. CAAPX (8.17).
| 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 | 2.143 | 2.606 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 869M | 30.6B | 3% |
| Annual Yield % from dividends | 0.40 | 2.22 | 18% |
| Returns for 1 year | -2.95 | 4.96 | -59% |
| Returns for 3 years | -1.86 | 21.46 | -9% |
| Returns for 5 years | 8.17 | 66.39 | 12% |
| Returns for 10 years | -21.96 | 86.16 | -25% |
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