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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 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 CAPCX is a Buy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.9B vs. CAPCX (678M). 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 (14.84) and VTMFX (14.44) have marching annual gain over last year. VTMFX return over 5 years is better than : 34.17 vs. CAPCX (22.53).
| 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 | 4.539 | 5.181 | 88% |
| Front Load | N/A | 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 | 2.72 | 2.11 | 129% |
| Returns for 1 year | 14.84 | 14.44 | 103% |
| Returns for 3 years | 36.26 | 37.15 | 98% |
| Returns for 5 years | 22.53 | 34.17 | 66% |
| Returns for 10 years | 66.03 | 99.15 | 67% |
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