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CAAPX vs VMVAX
CAAPX vs VMVAX Comparison
Open Charts CAAPX vs VMVAX
Ariel Appreciation Investor
Price$41.65
Change+$0.12 (+0.29%)
VolumeN/A
Net Assets885.12M
Vanguard Mid-Cap Value Index Admiral
Price$89.01
Change+$0.26 (+0.29%)
VolumeN/A
Net Assets32.47B
CAAPX vs VMVAX Comparison Chart in %
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CAAPX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.5B vs. CAAPX (885M). VMVAX pays higher dividends than CAAPX: VMVAX (2.17) vs CAAPX (0.38). 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 : 1.20 vs. CAAPX (-1.89). VMVAX return over 5 years is better than : 63.10 vs. CAAPX (4.41).
| 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 | 6.250 | 6.339 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 885M | 32.5B | 3% |
| Annual Yield % from dividends | 0.38 | 2.17 | 18% |
| Returns for 1 year | -1.89 | 1.20 | -157% |
| Returns for 3 years | 10.65 | 36.10 | 30% |
| Returns for 5 years | 4.41 | 63.10 | 7% |
| Returns for 10 years | -13.44 | 99.51 | -14% |
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