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CAPEX vs VFINX
CAPEX vs VFINX Comparison
Open Charts CAPEX vs VFINX
Eaton Vance Tx-Mgd Growth 1.0
Price$2521.32
Change+$9.45 (+0.38%)
VolumeN/A
Net Assets1.38B
Vanguard 500 Index Investor
Price$523.06
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
CAPEX vs VFINX Comparison Chart
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CAPEX vs. VFINX commentary
May 09, 2025
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 CAPEX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. CAPEX (1.38B). VFINX pays higher dividends than CAPEX: VFINX (1.25) vs CAPEX (0.62). CAPEX was incepted earlier than VFINX: CAPEX (59 years) vs VFINX (49 years). CAPEX is a more actively managed with annual turnover of: 7.00 vs. VFINX (2.00). CAPEX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX (8.59) and CAPEX (8.57) have marching annual gain over last year. CAPEX return over 5 years is better than : 103.64 vs. VFINX (92.15).
| CAPEX | VFINX | CAPEX / VFINX | |
| Total Expense Ratio | N/A | 0.14 | - |
| Annual Report Gross Expense Ratio | N/A | 0.14 | - |
| Fund Existence | 59 years | 49 years | - |
| Gain YTD | -2.797 | -4.186 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 1.34T | 0% |
| Annual Yield % from dividends | 0.62 | 1.25 | 49% |
| Returns for 1 year | 8.57 | 8.59 | 100% |
| Returns for 3 years | 50.69 | 41.15 | 123% |
| Returns for 5 years | 103.64 | 92.15 | 112% |
| Returns for 10 years | 190.93 | 167.70 | 114% |
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