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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
Jul 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 Hold and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 12.3B vs. CAPSX (671M). CAPSX pays higher dividends than VTMFX: CAPSX (3.70) vs VTMFX (2.75). 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 : 12.62 vs. VTMFX (10.81). VTMFX (30.62) and CAPSX (29.33) have equivalent 5 years return.
| 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 | 5.486 | 4.348 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 671M | 12.3B | 5% |
| Annual Yield % from dividends | 3.70 | 2.75 | 135% |
| Returns for 1 year | 12.62 | 10.81 | 117% |
| Returns for 3 years | 39.15 | 33.20 | 118% |
| Returns for 5 years | 29.33 | 30.62 | 96% |
| Returns for 10 years | 81.78 | 97.00 | 84% |
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