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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 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 CAPFX is a Buy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 12.3B vs. CAPFX (669M). 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 : 11.21 vs. VTMFX (8.85). VTMFX (28.44) and CAPFX (28.44) 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 | 5.366 | 3.413 | 157% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 10000 | 15% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 669M | 12.3B | 5% |
| Annual Yield % from dividends | 3.44 | 2.22 | 155% |
| Returns for 1 year | 11.21 | 8.85 | 127% |
| Returns for 3 years | 36.28 | 30.02 | 121% |
| Returns for 5 years | 28.44 | 28.44 | 100% |
| Returns for 10 years | 75.98 | 93.00 | 82% |
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