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CAAPX vs VMVAX
CAAPX vs VMVAX Comparison
Open Charts CAAPX vs VMVAX
Ariel Appreciation Investor
Price$41.18
Change-$0.66 (-1.58%)
VolumeN/A
Net Assets863.2M
Vanguard Mid-Cap Value Index Admiral
Price$90.11
Change-$1.02 (-1.12%)
VolumeN/A
Net Assets31.8B
CAAPX vs VMVAX Comparison Chart in %
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CAAPX vs. VMVAX commentary
Nov 14, 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 VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. CAAPX (863M). VMVAX pays higher dividends than CAAPX: VMVAX (2.20) vs CAAPX (0.39). CAAPX was incepted earlier than VMVAX: CAAPX (36 years) vs VMVAX (14 years). CAAPX (1.14) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 19.00 vs. CAAPX (17.00). CAAPX has a lower initial minimum investment than VMVAX: CAAPX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 1.67 vs. CAAPX (-6.12). VMVAX return over 5 years is better than : 54.82 vs. CAAPX (-3.45).
| CAAPX | VMVAX | CAAPX / VMVAX | |
| Total Expense Ratio | 1.14 | 0.07 | 1,629% |
| Annual Report Gross Expense Ratio | 1.14 | 0.07 | 1,629% |
| Fund Existence | 36 years | 14 years | - |
| Gain YTD | 5.051 | 7.653 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 31.8B | 3% |
| Annual Yield % from dividends | 0.39 | 2.20 | 18% |
| Returns for 1 year | -6.12 | 1.67 | -367% |
| Returns for 3 years | 0.23 | 26.80 | 1% |
| Returns for 5 years | -3.45 | 54.82 | -6% |
| Returns for 10 years | -15.15 | 103.36 | -15% |
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