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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 04, 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 Buy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.9B vs. CAPAX (678M). 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 : 15.82 vs. VTMFX (14.44). VTMFX return over 5 years is better than : 34.17 vs. CAPAX (27.62).
| 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 | 4.907 | 5.181 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 10000 | 15% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 678M | 11.9B | 6% |
| Annual Yield % from dividends | 3.52 | 2.11 | 167% |
| Returns for 1 year | 15.82 | 14.44 | 110% |
| Returns for 3 years | 39.72 | 37.15 | 107% |
| Returns for 5 years | 27.62 | 34.17 | 81% |
| Returns for 10 years | 78.94 | 99.15 | 80% |
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