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CAPCX vs VTMFX
CAPCX vs VTMFX Comparison
Open Charts CAPCX vs VTMFX
Federated Hermes Capital Income C
Price$9.46
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets678.6M
Vanguard Tax-Managed Balanced Adm
Price$49.78
Change+$0.08 (+0.16%)
VolumeN/A
Net Assets11.52B
CAPCX vs VTMFX Comparison Chart in %
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CAPCX vs. VTMFX commentary
Jan 16, 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 CAPCX is a Hold and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. CAPCX (679M). CAPCX pays higher dividends than VTMFX: CAPCX (2.79) vs VTMFX (2.14). CAPCX was incepted earlier than VTMFX: CAPCX (33 years) vs VTMFX (31 years). CAPCX (1.85) is less costly to investors than VTMFX (0.09). CAPCX is a more actively managed with annual turnover of: 31.00 vs. VTMFX (20.00). CAPCX has a lower initial minimum investment than VTMFX: CAPCX (1500) vs VTMFX (10000). CAPCX annual gain was more profitable for investors over the last year : 10.76 vs. VTMFX (9.63). VTMFX return over 5 years is better than : 35.82 vs. CAPCX (25.77).
| CAPCX | VTMFX | CAPCX / VTMFX | |
| Total Expense Ratio | 1.73 | 0.09 | 1,922% |
| Annual Report Gross Expense Ratio | 1.85 | 0.09 | 2,056% |
| Fund Existence | 33 years | 31 years | - |
| Gain YTD | 0.961 | 1.138 | 84% |
| Front Load | N/A | 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 | 2.79 | 2.14 | 131% |
| Returns for 1 year | 10.76 | 9.63 | 112% |
| Returns for 3 years | 29.82 | 35.76 | 83% |
| Returns for 5 years | 25.77 | 35.82 | 72% |
| Returns for 10 years | 73.21 | 103.92 | 70% |
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