CAAPX
Price
$36.73
Change
+$0.59 (+1.63%)
Updated
Jun 6 closing price
Net Assets
801.1M
VMVIX
Price
$64.00
Change
+$0.46 (+0.72%)
Updated
Jun 6 closing price
Net Assets
29.95B
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CAAPX vs VMVIX

Header iconCAAPX vs VMVIX Comparison
Open Charts CAAPX vs VMVIXBanner chart's image
Ariel Appreciation Investor
Price$36.73
Change+$0.59 (+1.63%)
VolumeN/A
Net Assets801.1M
Vanguard Mid-Cap Value Index Investor
Price$64.00
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets29.95B
CAAPX vs VMVIX Comparison Chart
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CAAPX vs. VMVIX 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 VMVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. CAAPX (801M). VMVIX pays higher dividends than CAAPX: VMVIX (2.19) vs CAAPX (0.45). CAAPX was incepted earlier than VMVIX: CAAPX (36 years) vs VMVIX (19 years). CAAPX (1.14) is less costly to investors than VMVIX (0.19). VMVIX is a more actively managed with annual turnover of: 19.00 vs. CAAPX (17.00). CAAPX has a lower initial minimum investment than VMVIX: CAAPX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 6.49 vs. CAAPX (-6.29). VMVIX return over 5 years is better than : 56.29 vs. CAAPX (-7.70).
CAAPXVMVIXCAAPX / VMVIX
Total Expense Ratio1.140.19600%
Annual Report Gross Expense Ratio1.140.19600%
Fund Existence36 years19 years-
Gain YTD-7.806-0.1784,393%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets801M29.9B3%
Annual Yield % from dividends0.452.1920%
Returns for 1 year-6.296.49-97%
Returns for 3 years-16.2011.21-144%
Returns for 5 years-7.7056.29-14%
Returns for 10 years-31.2279.72-39%
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