Interact to see
Advertisement
Advertisement
CAAPX vs VMVIX
CAAPX vs VMVIX Comparison
Open Charts CAAPX vs VMVIX
Ariel Appreciation Investor
Price$42.50
Change+$1.46 (+3.56%)
VolumeN/A
Net Assets917.22M
Vanguard Mid-Cap Value Index Investor
Price$68.46
Change+$1.32 (+1.97%)
VolumeN/A
Net Assets31.04B
CAAPX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAAPX vs. VMVIX commentary
Aug 25, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. CAAPX (917M). VMVIX pays higher dividends than CAAPX: VMVIX (2.10) vs CAAPX (0.40). 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 : 8.35 vs. CAAPX (4.23). VMVIX return over 5 years is better than : 72.14 vs. CAAPX (12.63).
| CAAPX | VMVIX | CAAPX / VMVIX | |
| Total Expense Ratio | 1.14 | 0.19 | 600% |
| Annual Report Gross Expense Ratio | 1.14 | 0.19 | 600% |
| Fund Existence | 36 years | 19 years | - |
| Gain YTD | 8.418 | 7.565 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 917M | 31B | 3% |
| Annual Yield % from dividends | 0.40 | 2.10 | 19% |
| Returns for 1 year | 4.23 | 8.35 | 51% |
| Returns for 3 years | 3.99 | 24.71 | 16% |
| Returns for 5 years | 12.63 | 72.14 | 18% |
| Returns for 10 years | -6.60 | 114.51 | -6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VBK | 291.95 | 7.92 | +2.79% |
| Vanguard Small-Cap Growth ETF | |||
| PSK | 32.94 | 0.28 | +0.84% |
| SPDR® ICE Preferred Securities ETF | |||
| NPV | 11.11 | 0.06 | +0.54% |
| Nuveen Virginia Quality Municipal Income Fund | |||
| AJAN | 27.33 | 0.04 | +0.13% |
| Innovator Equity DefinedPrtETF-2YTJa2026 | |||
| IBGK | 23.31 | N/A | N/A |
| iShares iBonds Dec 2054 Term Trsy ETF | |||