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CAPCX vs VTMFX
CAPCX vs VTMFX Comparison
Open Charts CAPCX vs VTMFX
Federated Hermes Capital Income C
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
CAPCX vs VTMFX Comparison Chart in %
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CAPCX 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 CAPCX is a Hold and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. CAPCX (677M). CAPCX pays higher dividends than VTMFX: CAPCX (2.77) vs VTMFX (2.07). 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 : 10.27 vs. VTMFX (8.08). VTMFX return over 5 years is better than : 36.04 vs. CAPCX (26.86).
| 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 | 11.097 | 9.454 | 117% |
| Front Load | N/A | 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 | 2.77 | 2.07 | 133% |
| Returns for 1 year | 10.27 | 8.08 | 127% |
| Returns for 3 years | 32.73 | 38.70 | 85% |
| Returns for 5 years | 26.86 | 36.04 | 75% |
| Returns for 10 years | 64.13 | 94.86 | 68% |
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