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CAAPX vs VMVAX
CAAPX vs VMVAX Comparison
Open Charts CAAPX vs VMVAX
Ariel Appreciation Investor
Price$39.62
Change+$0.15 (+0.38%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$84.87
Change+$0.13 (+0.15%)
VolumeN/A
CapitalizationN/A
CAAPX vs VMVAX Comparison Chart
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CAAPX vs. VMVAX commentary
Dec 27, 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 Hold and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. CAAPX (965M). 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 : 13.18 vs. CAAPX (0.83). VMVAX return over 5 years is better than : 39.21 vs. CAAPX (-8.54).
| 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 | 1.631 | 13.332 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 965M | 32.8B | 3% |
| Annual Yield % from dividends | 0.74 | 2.14 | 35% |
| Returns for 1 year | 0.83 | 13.18 | 6% |
| Returns for 3 years | -15.51 | 10.75 | -144% |
| Returns for 5 years | -8.54 | 39.21 | -22% |
| Returns for 10 years | -22.22 | 83.93 | -26% |
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