Interact to see
Advertisement
Advertisement
CAAPX vs MVCAX
CAAPX vs MVCAX Comparison
Open Charts CAAPX vs MVCAX
Ariel Appreciation Investor
Price$41.65
Change+$0.12 (+0.29%)
VolumeN/A
Net Assets885.12M
CAAPX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAAPX vs. MVCAX commentary
Oct 19, 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 MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. CAAPX (885M). MVCAX pays higher dividends than CAAPX: MVCAX (0.84) vs CAAPX (0.38). 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 : -1.89 vs. MVCAX (-9.14). MVCAX return over 5 years is better than : 44.40 vs. CAAPX (4.41).
| 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 | 6.250 | 3.585 | 174% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 885M | 16.9B | 5% |
| Annual Yield % from dividends | 0.38 | 0.84 | 46% |
| Returns for 1 year | -1.89 | -9.14 | 21% |
| Returns for 3 years | 10.65 | 20.07 | 53% |
| Returns for 5 years | 4.41 | 44.40 | 10% |
| Returns for 10 years | -13.44 | 70.98 | -19% |
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 % |
| HDLB | 15.82 | 0.79 | +5.25% |
| ETRACS Mny Py 2xLgd US Hg Dv Lw Vl ETN B | |||
| GCOW | 40.05 | 0.39 | +0.98% |
| Pacer Global Cash Cows Dividend ETF | |||
| PBJ | 45.89 | 0.37 | +0.81% |
| Invesco Food & Beverage ETF | |||
| JANM | 32.49 | 0.07 | +0.22% |
| FT Vest U.S. Eq Max Buffr ETF - Jan | |||
| NUMG | 47.79 | 0.08 | +0.17% |
| Nuveen ESG Mid-Cap Growth ETF | |||