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CAAPX vs VMVAX
CAAPX vs VMVAX Comparison
Open Charts CAAPX vs VMVAX
Ariel Appreciation Investor
Price$40.71
Change+$0.32 (+0.79%)
VolumeN/A
Net Assets886.74M
Vanguard Mid-Cap Value Index Admiral
Price$88.36
Change+$0.58 (+0.66%)
VolumeN/A
Net Assets30.57B
CAAPX vs VMVAX Comparison Chart in %
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CAAPX vs. VMVAX commentary
Jul 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. CAAPX (887M). VMVAX pays higher dividends than CAAPX: VMVAX (2.26) vs CAAPX (0.42). 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 : 9.76 vs. CAAPX (-0.16). VMVAX return over 5 years is better than : 71.82 vs. CAAPX (9.12).
| 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 | 3.852 | 5.532 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 30.6B | 3% |
| Annual Yield % from dividends | 0.42 | 2.26 | 19% |
| Returns for 1 year | -0.16 | 9.76 | -2% |
| Returns for 3 years | 3.21 | 28.18 | 11% |
| Returns for 5 years | 9.12 | 71.82 | 13% |
| Returns for 10 years | -20.26 | 93.07 | -22% |
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