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CAXIX vs VGPMX
CAXIX vs VGPMX Comparison
Open Charts CAXIX vs VGPMX
CAXIX vs VGPMX Comparison Chart in %
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CAXIX vs. VGPMX commentary
Jul 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 CAXIX is a Buy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 3.67B vs. CAXIX (93.8M). VGPMX pays higher dividends than CAXIX: VGPMX (3.46) vs CAXIX (1.10). 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 : 43.74 vs. CAXIX (9.87). VGPMX return over 5 years is better than : 120.81 vs. CAXIX (35.95).
| CAXIX | VGPMX | CAXIX / VGPMX | |
| Total Expense Ratio | 0.97 | 0.42 | 231% |
| Annual Report Gross Expense Ratio | 1.37 | 0.42 | 326% |
| Fund Existence | 12 years | 42 years | - |
| Gain YTD | 9.175 | 12.920 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.8M | 3.67B | 3% |
| Annual Yield % from dividends | 1.10 | 3.46 | 32% |
| Returns for 1 year | 9.87 | 43.74 | 23% |
| Returns for 3 years | 31.16 | 84.75 | 37% |
| Returns for 5 years | 35.95 | 120.81 | 30% |
| Returns for 10 years | 93.38 | 105.97 | 88% |
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