Interact to see
Advertisement
Advertisement
CAAPX vs MVCAX
CAAPX vs MVCAX Comparison
Open Charts CAAPX vs MVCAX
Ariel Appreciation Investor
Price$42.62
Change+$0.68 (+1.62%)
VolumeN/A
Net Assets873.81M
CAAPX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAAPX vs. MVCAX commentary
Dec 05, 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. CAAPX (874M). MVCAX pays higher dividends than CAAPX: MVCAX (0.83) vs CAAPX (0.39). CAAPX was incepted earlier than MVCAX: CAAPX (36 years) vs MVCAX (24 years). CAAPX (1.14) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. CAAPX (17.00). CAAPX (1000) and MVCAX (1000) have matching initial minimum investment requirements. CAAPX annual gain was more profitable for investors over the last year : -4.46 vs. MVCAX (-9.54). MVCAX return over 5 years is better than : 32.80 vs. CAAPX (2.50).
| CAAPX | MVCAX | CAAPX / MVCAX | |
| Total Expense Ratio | 1.14 | 0.99 | 115% |
| Annual Report Gross Expense Ratio | 1.14 | 1.00 | 114% |
| Fund Existence | 36 years | 24 years | - |
| Gain YTD | 8.724 | 5.965 | 146% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 874M | 17B | 5% |
| Annual Yield % from dividends | 0.39 | 0.83 | 46% |
| Returns for 1 year | -4.46 | -9.54 | 47% |
| Returns for 3 years | 9.41 | 11.01 | 85% |
| Returns for 5 years | 2.50 | 32.80 | 8% |
| Returns for 10 years | -4.54 | 73.95 | -6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers