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CAAPX vs VMVAX
CAAPX vs VMVAX Comparison
Open Charts CAAPX vs VMVAX
Ariel Appreciation Investor
Price$41.60
Change+$0.45 (+1.09%)
VolumeN/A
Net Assets955.45M
Vanguard Mid-Cap Value Index Admiral
Price$96.17
Change+$0.44 (+0.46%)
VolumeN/A
Net Assets33.17B
CAAPX vs VMVAX Comparison Chart in %
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CAAPX vs. VMVAX commentary
Jan 16, 2026
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: 33.2B vs. CAAPX (955M). VMVAX pays higher dividends than CAAPX: VMVAX (2.10) vs CAAPX (0.03). 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 : 13.39 vs. CAAPX (5.11). VMVAX return over 5 years is better than : 52.09 vs. CAAPX (-6.77).
| 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 | 7.828 | 4.703 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 955M | 33.2B | 3% |
| Annual Yield % from dividends | 0.03 | 2.10 | 1% |
| Returns for 1 year | 5.11 | 13.39 | 38% |
| Returns for 3 years | 4.39 | 31.36 | 14% |
| Returns for 5 years | -6.77 | 52.09 | -13% |
| Returns for 10 years | 8.87 | 143.37 | 6% |
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