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CAAPX vs VMVIX
CAAPX vs VMVIX Comparison
Open Charts CAAPX vs VMVIX
Ariel Appreciation Investor
Price$32.43
Change+$0.29 (+0.90%)
VolumeN/A
Net Assets744.11M
Vanguard Mid-Cap Value Index Investor
Price$59.62
Change+$0.58 (+0.98%)
VolumeN/A
Net Assets29.86B
CAAPX vs VMVIX Comparison Chart
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CAAPX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. CAAPX (744M). VMVIX pays higher dividends than CAAPX: VMVIX (2.20) vs CAAPX (0.44). CAAPX was incepted earlier than VMVIX: CAAPX (35 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: 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 : 2.30 vs. CAAPX (-14.29). VMVIX return over 5 years is better than : 70.05 vs. CAAPX (-1.05).
| CAAPX | VMVIX | CAAPX / VMVIX | |
| Total Expense Ratio | 1.14 | 0.19 | 600% |
| Annual Report Gross Expense Ratio | 1.14 | 0.19 | 600% |
| Fund Existence | 35 years | 19 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 | 2.20 | 20% |
| Returns for 1 year | -14.29 | 2.30 | -622% |
| Returns for 3 years | -26.31 | 1.11 | -2,377% |
| Returns for 5 years | -1.05 | 70.05 | -2% |
| Returns for 10 years | -39.59 | 64.71 | -61% |
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