Ariel Appreciation Fund (CAAPX) Alternatives
Ariel Appreciation Fund (CAAPX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAAPX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CAAPX
CAAPX charges 1.12% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among CAAPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | CAAPX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | CAAPX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | CAAPX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | CAAPX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | CAAPX vs VMVIX |
Best Risk-Adjusted Alternatives to CAAPX
Among mutual funds in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | CAAPX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | CAAPX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | CAAPX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | CAAPX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | CAAPX vs VVOAX |
Top Performing CAAPX Alternatives (YTD)
CAAPX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | CAAPX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | CAAPX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | CAAPX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | CAAPX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | CAAPX vs HWMIX |
Lowest Volatility Alternatives to CAAPX
CAAPX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | CAAPX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | CAAPX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | CAAPX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | CAAPX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | CAAPX vs RSVAX |
Lowest Drawdown Alternatives to CAAPX
CAAPX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | CAAPX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | CAAPX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | CAAPX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | CAAPX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | CAAPX vs CISMX |
Other Mutual Funds from Ariel Investments
Most popular Ariel Investments mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Ariel Fund | Mid Cap Value Equities | 35 | -4.69% | Nov 6, 1986 | CAAPX vs ARGFX | |
| Ariel International Fund | Foreign Large Cap Equities | 26 | -5.17% | Dec 29, 2011 | CAAPX vs AINTX | |
| Ariel Global Fund | Global Equities | 27 | -4.80% | Dec 29, 2011 | CAAPX vs AGLOX |
Often Compared With CAAPX
What investors most often compare with CAAPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | CAAPX vs SPY | |
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 51 | -9.12% | Jan 18, 2000 | CAAPX vs NASDX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 75 | 3.31% | Mar 23, 2005 | CAAPX vs VVOIX | |
| Clarkston Founders Fund | Mid Cap Value Equities | 6 | -6.99% | Jan 31, 2017 | CAAPX vs CIMDX | |
| Columbia Select Mid Cap Value Fund | Mid Cap Value Equities | 69 | 4.45% | Nov 20, 2001 | CAAPX vs NAMAX |
Compare CAAPX with Any Fund or Stock
Compare CAAPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.