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CAAPX vs VMVIX
CAAPX vs VMVIX Comparison
Open Charts CAAPX vs VMVIX
Ariel Appreciation Investor
Price$35.45
Change+$0.61 (+1.75%)
VolumeN/A
Net Assets800.09M
Vanguard Mid-Cap Value Index Investor
Price$62.58
Change+$0.46 (+0.74%)
VolumeN/A
Net Assets29.07B
CAAPX vs VMVIX Comparison Chart
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CAAPX vs. VMVIX commentary
May 09, 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.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.1B vs. CAAPX (800M). VMVIX pays higher dividends than CAAPX: VMVIX (2.27) vs CAAPX (0.47). 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: 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 : 3.71 vs. CAAPX (-10.42). VMVIX return over 5 years is better than : 75.04 vs. CAAPX (3.31).
| 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 | -11.122 | -2.409 | 462% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 29.1B | 3% |
| Annual Yield % from dividends | 0.47 | 2.27 | 21% |
| Returns for 1 year | -10.42 | 3.71 | -281% |
| Returns for 3 years | -15.42 | 14.10 | -109% |
| Returns for 5 years | 3.31 | 75.04 | 4% |
| Returns for 10 years | -34.72 | 73.59 | -47% |
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