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CAPEX vs VTSMX
CAPEX vs VTSMX Comparison
Open Charts CAPEX vs VTSMX
Eaton Vance Tx-Mgd Growth 1.0
Price$2341.51
Change+$2.99 (+0.13%)
VolumeN/A
Net Assets1.38B
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
CAPEX vs VTSMX Comparison Chart
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CAPEX vs. VTSMX commentary
Apr 18, 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: 1.7T vs. CAPEX (1.39B). VTSMX pays higher dividends than CAPEX: VTSMX (1.25) 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). VTSMX (4.35) and CAPEX (4.28) have marching annual gain over last year. CAPEX return over 5 years is better than : 95.47 vs. VTSMX (80.93).
| 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 | -9.505 | -10.853 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 1.7T | 0% |
| Annual Yield % from dividends | 0.62 | 1.25 | 49% |
| Returns for 1 year | 4.28 | 4.35 | 98% |
| Returns for 3 years | 26.33 | 17.53 | 150% |
| Returns for 5 years | 95.47 | 80.93 | 118% |
| Returns for 10 years | 171.76 | 145.67 | 118% |