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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
Sep 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 12.2B vs. CAPCX (677M). CAPCX pays higher dividends than VTMFX: CAPCX (2.45) vs VTMFX (2.19). 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 : 9.62 vs. VTMFX (8.77). VTMFX return over 5 years is better than : 28.26 vs. CAPCX (23.53).
| 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 | 6.318 | 4.815 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 10000 | 15% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 677M | 12.2B | 6% |
| Annual Yield % from dividends | 2.45 | 2.19 | 112% |
| Returns for 1 year | 9.62 | 8.77 | 110% |
| Returns for 3 years | 35.95 | 33.02 | 109% |
| Returns for 5 years | 23.53 | 28.26 | 83% |
| Returns for 10 years | 64.29 | 94.02 | 68% |
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