Interact to see
Advertisement
Advertisement
CAAPX vs VEVYX
CAAPX vs VEVYX Comparison
Open Charts CAAPX vs VEVYX
Ariel Appreciation Investor
Price$39.15
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets905.81M
Victory Sycamore Established Value Y
Price$45.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets15.83B
CAAPX vs VEVYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAAPX vs. VEVYX commentary
Dec 28, 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 VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.8B vs. CAAPX (906M). VEVYX pays higher dividends than CAAPX: VEVYX (1.02) vs CAAPX (0.39). CAAPX was incepted earlier than VEVYX: CAAPX (36 years) vs VEVYX (13 years). CAAPX (1.14) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 45.00 vs. CAAPX (25.00). CAAPX has a lower initial minimum investment than VEVYX: CAAPX (1000) vs VEVYX (1000000). VEVYX annual gain was more profitable for investors over the last year : -1.16 vs. CAAPX (-1.24). VEVYX return over 5 years is better than : 20.22 vs. CAAPX (-6.41).
| CAAPX | VEVYX | CAAPX / VEVYX | |
| Total Expense Ratio | 1.14 | 0.66 | 173% |
| Annual Report Gross Expense Ratio | 1.14 | 0.66 | 173% |
| Fund Existence | 36 years | 13 years | - |
| Gain YTD | -0.179 | 0.028 | -644% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 15.8B | 6% |
| Annual Yield % from dividends | 0.39 | 1.02 | 38% |
| Returns for 1 year | -1.24 | -1.16 | 107% |
| Returns for 3 years | 5.20 | 4.96 | 105% |
| Returns for 5 years | -6.41 | 20.22 | -32% |
| Returns for 10 years | -9.70 | 65.42 | -15% |