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CAAPX vs VMVIX
CAAPX vs VMVIX Comparison
Open Charts CAAPX vs VMVIX
Ariel Appreciation Investor
Price$39.62
Change+$0.15 (+0.38%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$64.51
Change+$0.10 (+0.16%)
VolumeN/A
CapitalizationN/A
CAAPX vs VMVIX Comparison Chart
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CAAPX vs. VMVIX commentary
Dec 27, 2024
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 VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. CAAPX (965M). VMVIX pays higher dividends than CAAPX: VMVIX (2.03) vs CAAPX (0.74). CAAPX was incepted earlier than VMVIX: CAAPX (35 years) vs VMVIX (18 years). VMVIX is a more actively managed with annual turnover of: 22.00 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 : 13.15 vs. CAAPX (0.83). VMVIX return over 5 years is better than : 39.15 vs. CAAPX (-8.54).
| CAAPX | VMVIX | CAAPX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 18 years | - |
| Gain YTD | 1.631 | 13.313 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 965M | 32.8B | 3% |
| Annual Yield % from dividends | 0.74 | 2.03 | 37% |
| Returns for 1 year | 0.83 | 13.15 | 6% |
| Returns for 3 years | -15.51 | 10.72 | -145% |
| Returns for 5 years | -8.54 | 39.15 | -22% |
| Returns for 10 years | -22.22 | 83.79 | -27% |