CAXIX
Price
$21.70
Change
-$0.12 (-0.55%)
Updated
Sep 9 closing price
Net Assets
96.97M
VGPMX
Price
$24.76
Change
-$0.14 (-0.56%)
Updated
Sep 9 closing price
Net Assets
3.94B
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CAXIX vs VGPMX

CAXIX vs VGPMX Comparison Chart in %
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CAXIX vs. VGPMX commentary
Sep 10, 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 CAXIX is a Hold and VGPMX is a Buy.

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FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 3.94B vs. CAXIX (97M). VGPMX pays higher dividends than CAXIX: VGPMX (3.19) vs CAXIX (1.09). CAXIX was incepted earlier than VGPMX: CAXIX (12 years) vs VGPMX (42 years). CAXIX (1.37) is less costly to investors than VGPMX (0.42). VGPMX is a more actively managed with annual turnover of: 50.00 vs. CAXIX (30.00). CAXIX has a lower initial minimum investment than VGPMX: CAXIX (2500) vs VGPMX (3000). VGPMX annual gain was more profitable for investors over the last year : 45.67 vs. CAXIX (11.99). VGPMX return over 5 years is better than : 134.28 vs. CAXIX (39.97).
CAXIXVGPMXCAXIX / VGPMX
Total Expense Ratio0.970.42231%
Annual Report Gross Expense Ratio1.370.42326%
Fund Existence12 years42 years-
Gain YTD12.47422.40756%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets97M3.94B2%
Annual Yield % from dividends1.093.1934%
Returns for 1 year11.9945.6726%
Returns for 3 years39.40112.6135%
Returns for 5 years39.97134.2830%
Returns for 10 years99.23133.3274%
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