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CAPCX vs VTMFX
CAPCX vs VTMFX Comparison
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CAPCX vs VTMFX Comparison Chart in %
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CAPCX 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 CAPCX is a Hold and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 12.3B vs. CAPCX (677M). CAPCX pays higher dividends than VTMFX: CAPCX (2.72) vs VTMFX (2.11). CAPCX was incepted earlier than VTMFX: CAPCX (33 years) vs VTMFX (32 years). CAPCX (1.87) is less costly to investors than VTMFX (0.05). CAPCX is a more actively managed with annual turnover of: 27.00 vs. VTMFX (15.00). CAPCX has a lower initial minimum investment than VTMFX: CAPCX (1500) vs VTMFX (10000). CAPCX annual gain was more profitable for investors over the last year : 13.64 vs. VTMFX (12.43). VTMFX return over 5 years is better than : 32.01 vs. CAPCX (23.14).
| CAPCX | VTMFX | CAPCX / VTMFX | |
| Total Expense Ratio | 1.74 | 0.05 | 3,480% |
| Annual Report Gross Expense Ratio | 1.87 | 0.05 | 3,740% |
| Fund Existence | 33 years | 32 years | - |
| Gain YTD | 4.754 | 4.571 | 104% |
| Front Load | N/A | 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 | 2.72 | 2.11 | 129% |
| Returns for 1 year | 13.64 | 12.43 | 110% |
| Returns for 3 years | 35.83 | 35.17 | 102% |
| Returns for 5 years | 23.14 | 32.01 | 72% |
| Returns for 10 years | 67.25 | 100.61 | 67% |
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