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CAAPX vs VMVAX
CAAPX vs VMVAX Comparison
Open Charts CAAPX vs VMVAX
Ariel Appreciation Investor
Price$36.73
Change+$0.59 (+1.63%)
VolumeN/A
Net Assets801.1M
Vanguard Mid-Cap Value Index Admiral
Price$84.21
Change+$0.61 (+0.73%)
VolumeN/A
Net Assets29.95B
CAAPX vs VMVAX Comparison Chart
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CAAPX vs. VMVAX commentary
Jun 07, 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: 29.9B vs. CAAPX (801M). VMVAX pays higher dividends than CAAPX: VMVAX (2.31) vs CAAPX (0.45). 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 : 6.48 vs. CAAPX (-6.29). VMVAX return over 5 years is better than : 56.36 vs. CAAPX (-7.70).
| 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 | -7.806 | -0.166 | 4,703% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 801M | 29.9B | 3% |
| Annual Yield % from dividends | 0.45 | 2.31 | 19% |
| Returns for 1 year | -6.29 | 6.48 | -97% |
| Returns for 3 years | -16.20 | 11.23 | -144% |
| Returns for 5 years | -7.70 | 56.36 | -14% |
| Returns for 10 years | -31.22 | 79.79 | -39% |
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