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CAPEX vs VTSMX
CAPEX vs VTSMX Comparison
Open Charts CAPEX vs VTSMX
Eaton Vance Tx-Mgd Growth 1.0
Price$2955.55
Change+$34.73 (+1.19%)
VolumeN/A
Net Assets1.62B
Vanguard Total Stock Mkt Idx I
Price$161.05
Change+$1.80 (+1.13%)
VolumeN/A
Net Assets2.02T
CAPEX vs VTSMX Comparison Chart in %
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CAPEX vs. VTSMX commentary
Oct 21, 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: 2.02T vs. CAPEX (1.62B). VTSMX pays higher dividends than CAPEX: VTSMX (1.04) vs CAPEX (0.48). CAPEX was incepted earlier than VTSMX: CAPEX (60 years) vs VTSMX (34 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 annual gain was more profitable for investors over the last year : 13.37 vs. CAPEX (12.06). CAPEX return over 5 years is better than : 97.96 vs. VTSMX (87.64).
| CAPEX | VTSMX | CAPEX / VTSMX | |
| Total Expense Ratio | N/A | 0.14 | - |
| Annual Report Gross Expense Ratio | N/A | 0.14 | - |
| Fund Existence | 60 years | 34 years | - |
| Gain YTD | 13.299 | 13.012 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 2.02T | 0% |
| Annual Yield % from dividends | 0.48 | 1.04 | 46% |
| Returns for 1 year | 12.06 | 13.37 | 90% |
| Returns for 3 years | 83.37 | 74.97 | 111% |
| Returns for 5 years | 97.96 | 87.64 | 112% |
| Returns for 10 years | 240.45 | 219.38 | 110% |
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