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CAAPX vs VMVIX
CAAPX vs VMVIX Comparison
Open Charts CAAPX vs VMVIX
Ariel Appreciation Investor
Price$39.13
Change+$0.14 (+0.36%)
VolumeN/A
Net Assets905.81M
Vanguard Mid-Cap Value Index Investor
Price$70.61
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets32.63B
CAAPX vs VMVIX Comparison Chart in %
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CAAPX vs. VMVIX commentary
Dec 26, 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 Hold and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.6B vs. CAAPX (906M). VMVIX pays higher dividends than CAAPX: VMVIX (2.02) vs CAAPX (0.39). CAAPX was incepted earlier than VMVIX: CAAPX (36 years) vs VMVIX (19 years). CAAPX (1.14) is less costly to investors than VMVIX (0.19). CAAPX is a more actively managed with annual turnover of: 25.00 vs. VMVIX (19.00). CAAPX has a lower initial minimum investment than VMVIX: CAAPX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 9.73 vs. CAAPX (-0.86). VMVIX return over 5 years is better than : 53.81 vs. CAAPX (-6.41).
| CAAPX | VMVIX | CAAPX / VMVIX | |
| Total Expense Ratio | 1.14 | 0.19 | 600% |
| Annual Report Gross Expense Ratio | 1.14 | 0.19 | 600% |
| Fund Existence | 36 years | 19 years | - |
| Gain YTD | -0.179 | 10.973 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 32.6B | 3% |
| Annual Yield % from dividends | 0.39 | 2.02 | 19% |
| Returns for 1 year | -0.86 | 9.73 | -9% |
| Returns for 3 years | 5.40 | 33.21 | 16% |
| Returns for 5 years | -6.41 | 53.81 | -12% |
| Returns for 10 years | -9.31 | 110.07 | -8% |