Interact to see
Advertisement
Advertisement
CAPFX vs VTMFX
CAPFX vs VTMFX Comparison
Open Charts CAPFX vs VTMFX
CAPFX vs VTMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPFX vs. VTMFX commentary
Jul 14, 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 CAPFX is a StrongBuy and VTMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 12.3B vs. CAPFX (675M). CAPFX pays higher dividends than VTMFX: CAPFX (3.47) vs VTMFX (2.75). CAPFX was incepted earlier than VTMFX: CAPFX (30 years) vs VTMFX (32 years). CAPFX (1.12) is less costly to investors than VTMFX (0.05). CAPFX is a more actively managed with annual turnover of: 27.00 vs. VTMFX (15.00). CAPFX has a lower initial minimum investment than VTMFX: CAPFX (1500) vs VTMFX (10000). CAPFX annual gain was more profitable for investors over the last year : 12.70 vs. VTMFX (10.96). VTMFX return over 5 years is better than : 30.62 vs. CAPFX (28.96).
| CAPFX | VTMFX | CAPFX / VTMFX | |
| Total Expense Ratio | 0.91 | 0.05 | 1,820% |
| Annual Report Gross Expense Ratio | 1.12 | 0.05 | 2,240% |
| Fund Existence | 30 years | 32 years | - |
| Gain YTD | 5.797 | 4.734 | 122% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 10000 | 15% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 675M | 12.3B | 5% |
| Annual Yield % from dividends | 3.47 | 2.75 | 126% |
| Returns for 1 year | 12.70 | 10.96 | 116% |
| Returns for 3 years | 37.69 | 32.68 | 115% |
| Returns for 5 years | 28.96 | 30.62 | 95% |
| Returns for 10 years | 75.86 | 95.40 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers