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CAPEX vs VTSMX
CAPEX vs VTSMX Comparison
Open Charts CAPEX vs VTSMX
Eaton Vance Tx-Mgd Growth 1.0
Price$2636.19
Change+$24.31 (+0.93%)
VolumeN/A
Net Assets1.45B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
CAPEX vs VTSMX Comparison Chart
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CAPEX vs. VTSMX commentary
Jan 19, 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 CAPEX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. CAPEX (1.45B). VTSMX pays higher dividends than CAPEX: VTSMX (1.26) vs CAPEX (0.72). CAPEX was incepted earlier than VTSMX: CAPEX (59 years) vs VTSMX (33 years). CAPEX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). CAPEX has a lower initial minimum investment than VTSMX: CAPEX (0) vs VTSMX (3000). VTSMX (25.24) and CAPEX (24.37) have marching annual gain over last year. CAPEX return over 5 years is better than : 89.54 vs. VTSMX (76.07).
| CAPEX | VTSMX | CAPEX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 59 years | 33 years | - |
| Gain YTD | 1.865 | 2.241 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 1.78T | 0% |
| Annual Yield % from dividends | 0.72 | 1.26 | 57% |
| Returns for 1 year | 24.37 | 25.24 | 97% |
| Returns for 3 years | 34.90 | 28.94 | 121% |
| Returns for 5 years | 89.54 | 76.07 | 118% |
| Returns for 10 years | 219.08 | 194.99 | 112% |
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