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CAAPX vs VMVAX
CAAPX vs VMVAX Comparison
Open Charts CAAPX vs VMVAX
Ariel Appreciation Investor
Price$41.13
Change-$0.23 (-0.56%)
VolumeN/A
Net Assets890.05M
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
CAAPX vs VMVAX Comparison Chart in %
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CAAPX vs. VMVAX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. CAAPX (890M). VMVAX pays higher dividends than CAAPX: VMVAX (2.22) vs CAAPX (0.40). 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 : 7.67 vs. CAAPX (1.76). VMVAX return over 5 years is better than : 65.15 vs. CAAPX (5.34).
| 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 | 4.923 | 5.198 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 890M | 31B | 3% |
| Annual Yield % from dividends | 0.40 | 2.22 | 18% |
| Returns for 1 year | 1.76 | 7.67 | 23% |
| Returns for 3 years | -4.30 | 17.51 | -25% |
| Returns for 5 years | 5.34 | 65.15 | 8% |
| Returns for 10 years | -18.43 | 87.87 | -21% |
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