Interact to see
Advertisement
Advertisement
CAAPX vs VMVAX
CAAPX vs VMVAX Comparison
Open Charts CAAPX vs VMVAX
Ariel Appreciation Investor
Price$42.62
Change+$0.68 (+1.62%)
VolumeN/A
Net Assets873.81M
Vanguard Mid-Cap Value Index Admiral
Price$91.65
Change+$0.65 (+0.71%)
VolumeN/A
Net Assets31.8B
CAAPX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAAPX vs. VMVAX commentary
Dec 05, 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: 31.8B vs. CAAPX (874M). 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). 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 : 1.74 vs. CAAPX (-4.46). VMVAX return over 5 years is better than : 49.66 vs. CAAPX (2.50).
| 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 | 8.724 | 9.493 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 874M | 31.8B | 3% |
| Annual Yield % from dividends | 0.39 | 2.14 | 18% |
| Returns for 1 year | -4.46 | 1.74 | -256% |
| Returns for 3 years | 9.41 | 25.04 | 38% |
| Returns for 5 years | 2.50 | 49.66 | 5% |
| Returns for 10 years | -4.54 | 102.93 | -4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement