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CAAPX vs VMVAX
CAAPX vs VMVAX Comparison
Open Charts CAAPX vs VMVAX
Ariel Appreciation Investor
Price$42.94
Change-$0.45 (-1.04%)
VolumeN/A
Net Assets908.87M
Vanguard Mid-Cap Value Index Admiral
Price$89.86
Change-$0.51 (-0.56%)
VolumeN/A
Net Assets32.03B
CAAPX vs VMVAX Comparison Chart in %
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CAAPX vs. VMVAX commentary
Sep 15, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32B vs. CAAPX (909M). VMVAX pays higher dividends than CAAPX: VMVAX (2.15) vs CAAPX (0.38). 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). CAAPX annual gain was more profitable for investors over the last year : 8.68 vs. VMVAX (7.02). VMVAX return over 5 years is better than : 71.25 vs. CAAPX (12.95).
| 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 | 9.541 | 7.324 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 909M | 32B | 3% |
| Annual Yield % from dividends | 0.38 | 2.15 | 18% |
| Returns for 1 year | 8.68 | 7.02 | 124% |
| Returns for 3 years | 7.81 | 28.05 | 28% |
| Returns for 5 years | 12.95 | 71.25 | 18% |
| Returns for 10 years | -9.36 | 102.33 | -9% |
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