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CAAPX vs VEVYX
CAAPX vs VEVYX Comparison
Open Charts CAAPX vs VEVYX
Ariel Appreciation Investor
Price$41.90
Change+$1.24 (+3.05%)
VolumeN/A
Net Assets950.92M
Victory Sycamore Established Value Y
Price$49.15
Change+$0.80 (+1.65%)
VolumeN/A
Net Assets16.52B
CAAPX vs VEVYX Comparison Chart in %
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CAAPX vs. VEVYX commentary
Feb 09, 2026
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 VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.5B vs. CAAPX (951M). VEVYX pays higher dividends than CAAPX: VEVYX (0.89) vs CAAPX (0.03). 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 : 4.75 vs. CAAPX (3.39). VEVYX return over 5 years is better than : 22.27 vs. CAAPX (-7.63).
| 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 | 8.605 | 9.174 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 951M | 16.5B | 6% |
| Annual Yield % from dividends | 0.03 | 0.89 | 3% |
| Returns for 1 year | 3.39 | 4.75 | 71% |
| Returns for 3 years | 1.13 | 5.65 | 20% |
| Returns for 5 years | -7.63 | 22.27 | -34% |
| Returns for 10 years | 14.05 | 95.71 | 15% |