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CAAPX vs VMVAX
CAAPX vs VMVAX Comparison
Open Charts CAAPX vs VMVAX
Ariel Appreciation Investor
Price$36.42
Change-$0.78 (-2.10%)
VolumeN/A
Net Assets803.9M
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
CAAPX vs VMVAX Comparison Chart
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CAAPX vs. VMVAX commentary
Jun 16, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. CAAPX (804M). VMVAX pays higher dividends than CAAPX: VMVAX (2.31) vs CAAPX (0.45). 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 : 7.23 vs. CAAPX (-4.55). VMVAX return over 5 years is better than : 69.23 vs. CAAPX (1.97).
| 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 | -7.092 | -0.023 | 31,298% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 29.9B | 3% |
| Annual Yield % from dividends | 0.45 | 2.31 | 19% |
| Returns for 1 year | -4.55 | 7.23 | -63% |
| Returns for 3 years | -4.39 | 24.99 | -18% |
| Returns for 5 years | 1.97 | 69.23 | 3% |
| Returns for 10 years | -31.07 | 78.81 | -39% |
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