Interact to see
Advertisement
Advertisement
CAPAX vs VTMFX
CAPAX vs VTMFX Comparison
Open Charts CAPAX vs VTMFX
Federated Hermes Capital Income A
Price$9.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets678.6M
Vanguard Tax-Managed Balanced Adm
Price$49.70
Change-$0.13 (-0.26%)
VolumeN/A
Net Assets11.52B
CAPAX vs VTMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPAX vs. VTMFX commentary
Jan 15, 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 CAPAX is a Hold and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. CAPAX (679M). CAPAX pays higher dividends than VTMFX: CAPAX (3.59) vs VTMFX (2.14). 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 : 12.65 vs. VTMFX (10.58). VTMFX return over 5 years is better than : 35.60 vs. CAPAX (30.90).
| 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 | 0.962 | 0.975 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 10000 | 15% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 679M | 11.5B | 6% |
| Annual Yield % from dividends | 3.59 | 2.14 | 168% |
| Returns for 1 year | 12.65 | 10.58 | 120% |
| Returns for 3 years | 32.86 | 35.54 | 92% |
| Returns for 5 years | 30.90 | 35.60 | 87% |
| Returns for 10 years | 86.48 | 103.59 | 83% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BERZ | 2.68 | 0.13 | +5.10% |
| MicroSectors™ St FANG&Inn 3X Inv Ld ETNs | |||
| YSEP | 26.44 | 0.01 | +0.06% |
| FT Vest Intl Eq Mod Bfr ETF Sep | |||
| AIRR | 109.69 | N/A | N/A |
| First Trust RBA Amer Indl RenaisTM ETF | |||
| BRHY | 51.68 | -0.01 | -0.01% |
| iShares High Yield Active ETF | |||
| QDEC | 32.75 | -0.16 | -0.49% |
| FT Vest Nasdaq-100 Buffer ETF – Dec | |||