CAAPX
Price
$41.60
Change
+$0.45 (+1.09%)
Updated
Jan 15 closing price
Net Assets
955.45M
VMVIX
Price
$73.10
Change
+$0.34 (+0.47%)
Updated
Jan 15 closing price
Net Assets
33.17B
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CAAPX vs VMVIX

Header iconCAAPX vs VMVIX Comparison
Open Charts CAAPX vs VMVIXBanner chart's image
Ariel Appreciation Investor
Price$41.60
Change+$0.45 (+1.09%)
VolumeN/A
Net Assets955.45M
Vanguard Mid-Cap Value Index Investor
Price$73.10
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets33.17B
CAAPX vs VMVIX Comparison Chart in %
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CAAPX vs. VMVIX 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 VMVIX is a Hold.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. CAAPX (955M). VMVIX pays higher dividends than CAAPX: VMVIX (1.98) vs CAAPX (0.03). 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 : 13.39 vs. CAAPX (5.11). VMVIX return over 5 years is better than : 52.01 vs. CAAPX (-6.77).
CAAPXVMVIXCAAPX / VMVIX
Total Expense Ratio1.140.19600%
Annual Report Gross Expense Ratio1.140.19600%
Fund Existence36 years19 years-
Gain YTD7.8284.713166%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets955M33.2B3%
Annual Yield % from dividends0.031.982%
Returns for 1 year5.1113.3938%
Returns for 3 years4.3931.3114%
Returns for 5 years-6.7752.01-13%
Returns for 10 years8.87143.146%
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