CAAPX
Price
$41.65
Change
+$0.12 (+0.29%)
Updated
Oct 17 closing price
Net Assets
885.12M
VEVYX
Price
$45.94
Change
+$0.15 (+0.33%)
Updated
Oct 17 closing price
Net Assets
16.58B
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CAAPX vs VEVYX

Header iconCAAPX vs VEVYX Comparison
Open Charts CAAPX vs VEVYXBanner chart's image
Ariel Appreciation Investor
Price$41.65
Change+$0.12 (+0.29%)
VolumeN/A
Net Assets885.12M
Victory Sycamore Established Value Y
Price$45.94
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets16.58B
CAAPX vs VEVYX Comparison Chart in %
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CAAPX vs. VEVYX 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 VEVYX is a Hold.

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FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.6B vs. CAAPX (885M). VEVYX pays higher dividends than CAAPX: VEVYX (1.02) vs CAAPX (0.38). 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: 34.00 vs. CAAPX (17.00). CAAPX has a lower initial minimum investment than VEVYX: CAAPX (1000) vs VEVYX (1000000). CAAPX annual gain was more profitable for investors over the last year : -1.89 vs. VEVYX (-12.29). VEVYX return over 5 years is better than : 31.88 vs. CAAPX (4.41).
CAAPXVEVYXCAAPX / VEVYX
Total Expense Ratio1.140.66173%
Annual Report Gross Expense Ratio1.140.66173%
Fund Existence36 years13 years-
Gain YTD6.2500.751832%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets885M16.6B5%
Annual Yield % from dividends0.381.0238%
Returns for 1 year-1.89-12.2915%
Returns for 3 years10.657.07151%
Returns for 5 years4.4131.8814%
Returns for 10 years-13.4448.25-28%
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