Interact to see
Advertisement
Advertisement
CAPFX vs VTMFX
CAPFX vs VTMFX Comparison
Open Charts CAPFX vs VTMFX
Federated Hermes Capital Income F
Price$9.41
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
CAPFX vs VTMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPFX 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 CAPFX is a Hold and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. CAPFX (677M). CAPFX pays higher dividends than VTMFX: CAPFX (3.56) vs VTMFX (2.07). 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 : 11.13 vs. VTMFX (8.08). VTMFX return over 5 years is better than : 36.04 vs. CAPFX (32.02).
| 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 | 11.887 | 9.454 | 126% |
| Front Load | 1% | 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 | 3.56 | 2.07 | 172% |
| Returns for 1 year | 11.13 | 8.08 | 138% |
| Returns for 3 years | 35.68 | 38.70 | 92% |
| Returns for 5 years | 32.02 | 36.04 | 89% |
| Returns for 10 years | 76.41 | 94.86 | 81% |
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 % |
| FTXH | 33.54 | 0.22 | +0.66% |
| First Trust Nasdaq Pharmaceuticals ETF | |||
| FYT | 57.50 | 0.21 | +0.37% |
| First Trust Small Cap Val AlphaDEX® ETF | |||
| GJS | 23.42 | N/A | N/A |
| Synthetic Fixed-Income Securities STRATS 2006-2 Goldman Sachs Group | |||
| BOXX | 114.97 | N/A | N/A |
| Alpha Architect 1-3 Month Box ETF | |||
| KSA | 36.60 | -0.16 | -0.44% |
| iShares MSCI Saudi Arabia ETF | |||