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CAPAX vs VTMFX
CAPAX vs VTMFX Comparison
Open Charts CAPAX vs VTMFX
Federated Hermes Capital Income A
Price$9.43
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets677.07M
Vanguard Tax-Managed Balanced Adm
Price$49.48
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets11.51B
CAPAX vs VTMFX Comparison Chart in %
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CAPAX vs. VTMFX commentary
Dec 26, 2025
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 CAPAX is a Hold and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. CAPAX (677M). CAPAX pays higher dividends than VTMFX: CAPAX (3.57) vs VTMFX (2.07). CAPAX was incepted earlier than VTMFX: CAPAX (38 years) vs VTMFX (31 years). CAPAX (1.10) is less costly to investors than VTMFX (0.09). CAPAX is a more actively managed with annual turnover of: 31.00 vs. VTMFX (20.00). CAPAX has a lower initial minimum investment than VTMFX: CAPAX (1500) vs VTMFX (10000). CAPAX annual gain was more profitable for investors over the last year : 11.24 vs. VTMFX (8.08). VTMFX return over 5 years is better than : 36.04 vs. CAPAX (32.18).
| CAPAX | VTMFX | CAPAX / VTMFX | |
| Total Expense Ratio | 0.89 | 0.09 | 989% |
| Annual Report Gross Expense Ratio | 1.10 | 0.09 | 1,222% |
| Fund Existence | 38 years | 31 years | - |
| Gain YTD | 11.871 | 9.454 | 126% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 10000 | 15% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 677M | 11.5B | 6% |
| Annual Yield % from dividends | 3.57 | 2.07 | 172% |
| Returns for 1 year | 11.24 | 8.08 | 139% |
| Returns for 3 years | 35.81 | 38.70 | 93% |
| Returns for 5 years | 32.18 | 36.04 | 89% |
| Returns for 10 years | 76.65 | 94.86 | 81% |
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