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CAPSX vs VTMFX
CAPSX vs VTMFX Comparison
Open Charts CAPSX vs VTMFX
CAPSX vs VTMFX Comparison Chart in %
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CAPSX vs. VTMFX commentary
Jun 04, 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 CAPSX is a Buy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.9B vs. CAPSX (678M). CAPSX pays higher dividends than VTMFX: CAPSX (3.76) vs VTMFX (2.11). CAPSX was incepted earlier than VTMFX: CAPSX (14 years) vs VTMFX (32 years). CAPSX (0.88) is less costly to investors than VTMFX (0.05). CAPSX is a more actively managed with annual turnover of: 27.00 vs. VTMFX (15.00). VTMFX has a lower initial minimum investment than CAPSX: VTMFX (10000) vs CAPSX (1000000). CAPSX annual gain was more profitable for investors over the last year : 16.09 vs. VTMFX (14.44). VTMFX return over 5 years is better than : 34.17 vs. CAPSX (29.34).
| CAPSX | VTMFX | CAPSX / VTMFX | |
| Total Expense Ratio | 0.65 | 0.05 | 1,300% |
| Annual Report Gross Expense Ratio | 0.88 | 0.05 | 1,760% |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 5.011 | 5.181 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 678M | 11.9B | 6% |
| Annual Yield % from dividends | 3.76 | 2.11 | 178% |
| Returns for 1 year | 16.09 | 14.44 | 111% |
| Returns for 3 years | 40.72 | 37.15 | 110% |
| Returns for 5 years | 29.34 | 34.17 | 86% |
| Returns for 10 years | 83.03 | 99.15 | 84% |
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