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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
Jul 25, 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: 12.3B vs. CAPCX (666M). CAPCX pays higher dividends than VTMFX: CAPCX (2.67) vs VTMFX (2.20). 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 : 9.57 vs. VTMFX (8.28). VTMFX return over 5 years is better than : 27.44 vs. CAPCX (22.74).
| 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 | 4.418 | 2.804 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 10000 | 15% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 666M | 12.3B | 5% |
| Annual Yield % from dividends | 2.67 | 2.20 | 121% |
| Returns for 1 year | 9.57 | 8.28 | 116% |
| Returns for 3 years | 32.19 | 29.09 | 111% |
| Returns for 5 years | 22.74 | 27.44 | 83% |
| Returns for 10 years | 61.80 | 91.32 | 68% |
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