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CAAPX vs VMVAX
CAAPX vs VMVAX Comparison
Open Charts CAAPX vs VMVAX
Ariel Appreciation Investor
Price$32.43
Change+$0.29 (+0.90%)
VolumeN/A
Net Assets744.11M
Vanguard Mid-Cap Value Index Admiral
Price$78.44
Change+$0.77 (+0.99%)
VolumeN/A
Net Assets29.86B
CAAPX vs VMVAX Comparison Chart
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CAAPX vs. VMVAX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. CAAPX (744M). VMVAX pays higher dividends than CAAPX: VMVAX (2.33) vs CAAPX (0.44). 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: 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 : 2.29 vs. CAAPX (-14.29). VMVAX return over 5 years is better than : 70.09 vs. CAAPX (-1.05).
| 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 | -18.010 | -7.247 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 744M | 29.9B | 2% |
| Annual Yield % from dividends | 0.44 | 2.33 | 19% |
| Returns for 1 year | -14.29 | 2.29 | -624% |
| Returns for 3 years | -26.31 | 1.13 | -2,335% |
| Returns for 5 years | -1.05 | 70.09 | -2% |
| Returns for 10 years | -39.59 | 64.81 | -61% |
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