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CAAPX vs VMVAX
CAAPX vs VMVAX Comparison
Open Charts CAAPX vs VMVAX
Ariel Appreciation Investor
Price$35.45
Change+$0.61 (+1.75%)
VolumeN/A
Net Assets800.09M
Vanguard Mid-Cap Value Index Admiral
Price$82.33
Change+$0.60 (+0.73%)
VolumeN/A
Net Assets29.07B
CAAPX vs VMVAX Comparison Chart
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CAAPX vs. VMVAX commentary
May 09, 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. CAAPX (800M). VMVAX pays higher dividends than CAAPX: VMVAX (2.40) vs CAAPX (0.47). CAAPX was incepted earlier than VMVAX: CAAPX (35 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 : 3.70 vs. CAAPX (-10.42). VMVAX return over 5 years is better than : 75.12 vs. CAAPX (3.31).
| 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 | 35 years | 14 years | - |
| Gain YTD | -11.122 | -2.399 | 464% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 29.1B | 3% |
| Annual Yield % from dividends | 0.47 | 2.40 | 20% |
| Returns for 1 year | -10.42 | 3.70 | -282% |
| Returns for 3 years | -15.42 | 14.12 | -109% |
| Returns for 5 years | 3.31 | 75.12 | 4% |
| Returns for 10 years | -34.72 | 73.65 | -47% |
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