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CAPFX vs VTMFX
CAPFX vs VTMFX Comparison
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CAPFX vs VTMFX Comparison Chart in %
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CAPFX vs. VTMFX commentary
Aug 26, 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 Hold and VTMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 12.2B vs. CAPFX (676M). CAPFX pays higher dividends than VTMFX: CAPFX (3.44) vs VTMFX (2.22). 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 : 11.60 vs. VTMFX (9.05). CAPFX (30.30) and VTMFX (29.24) have equivalent 5 years return.
| 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 | 7.465 | 4.815 | 155% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 10000 | 15% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 676M | 12.2B | 6% |
| Annual Yield % from dividends | 3.44 | 2.22 | 155% |
| Returns for 1 year | 11.60 | 9.05 | 128% |
| Returns for 3 years | 41.95 | 35.03 | 120% |
| Returns for 5 years | 30.30 | 29.24 | 104% |
| Returns for 10 years | 78.17 | 94.51 | 83% |
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