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CAPFX vs VTMFX
CAPFX vs VTMFX Comparison
Open Charts CAPFX vs VTMFX
Federated Hermes Capital Income F
Price$9.43
Change+$0.18 (+1.95%)
VolumeN/A
Net Assets677.83M
Vanguard Tax-Managed Balanced Adm
Price$49.74
Change+$1.00 (+2.05%)
VolumeN/A
Net Assets11.52B
CAPFX vs VTMFX Comparison Chart in %
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CAPFX vs. VTMFX commentary
Feb 04, 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 CAPFX is a Hold and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. CAPFX (678M). CAPFX pays higher dividends than VTMFX: CAPFX (3.62) vs VTMFX (2.11). CAPFX was incepted earlier than VTMFX: CAPFX (30 years) vs VTMFX (31 years). CAPFX (1.10) is less costly to investors than VTMFX (0.09). CAPFX is a more actively managed with annual turnover of: 31.00 vs. VTMFX (20.00). CAPFX has a lower initial minimum investment than VTMFX: CAPFX (1500) vs VTMFX (10000). CAPFX annual gain was more profitable for investors over the last year : 10.67 vs. VTMFX (8.45). VTMFX return over 5 years is better than : 33.48 vs. CAPFX (30.27).
| CAPFX | VTMFX | CAPFX / VTMFX | |
| Total Expense Ratio | 0.90 | 0.09 | 1,000% |
| Annual Report Gross Expense Ratio | 1.10 | 0.09 | 1,222% |
| Fund Existence | 30 years | 31 years | - |
| Gain YTD | 1.159 | 1.056 | 110% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 10000 | 15% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 678M | 11.5B | 6% |
| Annual Yield % from dividends | 3.62 | 2.11 | 171% |
| Returns for 1 year | 10.67 | 8.45 | 126% |
| Returns for 3 years | 32.16 | 32.78 | 98% |
| Returns for 5 years | 30.27 | 33.48 | 90% |
| Returns for 10 years | 84.90 | 103.36 | 82% |
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