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CAAPX vs VMVAX
CAAPX vs VMVAX Comparison
Open Charts CAAPX vs VMVAX
Ariel Appreciation Investor
Price$39.33
Change-$0.84 (-2.09%)
VolumeN/A
Net Assets936.74M
Vanguard Mid-Cap Value Index Admiral
Price$85.40
Change-$0.97 (-1.12%)
VolumeN/A
Net Assets30.89B
CAAPX vs VMVAX Comparison Chart
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CAAPX vs. VMVAX commentary
Feb 23, 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: 30.9B vs. CAAPX (937M). 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 : 12.44 vs. CAAPX (2.64). VMVAX return over 5 years is better than : 38.46 vs. CAAPX (-8.41).
| 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 | 0.332 | 1.921 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 937M | 30.9B | 3% |
| Annual Yield % from dividends | 0.74 | 2.14 | 35% |
| Returns for 1 year | 2.64 | 12.44 | 21% |
| Returns for 3 years | -11.52 | 15.34 | -75% |
| Returns for 5 years | -8.41 | 38.46 | -22% |
| Returns for 10 years | -25.21 | 81.26 | -31% |
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