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CAPEX vs VTSMX
CAPEX vs VTSMX Comparison
Open Charts CAPEX vs VTSMX
Eaton Vance Tx-Mgd Growth 1.0
Price$2521.32
Change+$9.45 (+0.38%)
VolumeN/A
Net Assets1.38B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
CAPEX vs VTSMX Comparison Chart
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CAPEX vs. VTSMX commentary
May 09, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. CAPEX (1.38B). VTSMX pays higher dividends than CAPEX: VTSMX (1.26) vs CAPEX (0.62). 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). CAPEX annual gain was more profitable for investors over the last year : 8.57 vs. VTSMX (7.85). CAPEX return over 5 years is better than : 103.64 vs. VTSMX (87.92).
| CAPEX | VTSMX | CAPEX / VTSMX | |
| Total Expense Ratio | N/A | 0.14 | - |
| Annual Report Gross Expense Ratio | N/A | 0.14 | - |
| Fund Existence | 59 years | 33 years | - |
| Gain YTD | -2.797 | -4.660 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 1.72T | 0% |
| Annual Yield % from dividends | 0.62 | 1.26 | 49% |
| Returns for 1 year | 8.57 | 7.85 | 109% |
| Returns for 3 years | 50.69 | 39.37 | 129% |
| Returns for 5 years | 103.64 | 87.92 | 118% |
| Returns for 10 years | 190.93 | 162.78 | 117% |
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