Interact to see
Advertisement
Advertisement
CAAPX vs VMVAX
CAAPX vs VMVAX Comparison
Open Charts CAAPX vs VMVAX
Ariel Appreciation Investor
Price$39.15
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets905.81M
Vanguard Mid-Cap Value Index Admiral
Price$92.95
Change+$0.06 (+0.06%)
VolumeN/A
Net Assets32.63B
CAAPX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAAPX vs. VMVAX commentary
Dec 27, 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 VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.6B vs. CAAPX (906M). VMVAX pays higher dividends than CAAPX: VMVAX (2.14) 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). CAAPX is a more actively managed with annual turnover of: 25.00 vs. VMVAX (19.00). 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 : 9.73 vs. CAAPX (-0.86). VMVAX return over 5 years is better than : 53.90 vs. CAAPX (-6.41).
| 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 | -0.179 | 10.975 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 32.6B | 3% |
| Annual Yield % from dividends | 0.39 | 2.14 | 18% |
| Returns for 1 year | -0.86 | 9.73 | -9% |
| Returns for 3 years | 5.40 | 33.24 | 16% |
| Returns for 5 years | -6.41 | 53.90 | -12% |
| Returns for 10 years | -9.31 | 110.28 | -8% |