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CAPAX vs VTMFX
CAPAX vs VTMFX Comparison
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CAPAX vs VTMFX Comparison Chart in %
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CAPAX vs. VTMFX commentary
Jun 24, 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 CAPAX is a Hold and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 12.3B vs. CAPAX (677M). CAPAX pays higher dividends than VTMFX: CAPAX (3.52) vs VTMFX (2.11). CAPAX was incepted earlier than VTMFX: CAPAX (38 years) vs VTMFX (32 years). CAPAX (1.12) is less costly to investors than VTMFX (0.05). CAPAX is a more actively managed with annual turnover of: 27.00 vs. VTMFX (15.00). CAPAX has a lower initial minimum investment than VTMFX: CAPAX (1500) vs VTMFX (10000). CAPAX annual gain was more profitable for investors over the last year : 15.35 vs. VTMFX (12.43). VTMFX return over 5 years is better than : 32.01 vs. CAPAX (29.14).
| CAPAX | VTMFX | CAPAX / VTMFX | |
| Total Expense Ratio | 0.90 | 0.05 | 1,800% |
| Annual Report Gross Expense Ratio | 1.12 | 0.05 | 2,240% |
| Fund Existence | 38 years | 32 years | - |
| Gain YTD | 5.448 | 4.571 | 119% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 10000 | 15% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 677M | 12.3B | 6% |
| Annual Yield % from dividends | 3.52 | 2.11 | 167% |
| Returns for 1 year | 15.35 | 12.43 | 123% |
| Returns for 3 years | 39.53 | 35.17 | 112% |
| Returns for 5 years | 29.14 | 32.01 | 91% |
| Returns for 10 years | 80.70 | 100.61 | 80% |
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