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CAPEX vs VTSMX
CAPEX vs VTSMX Comparison
Open Charts CAPEX vs VTSMX
Eaton Vance Tx-Mgd Growth 1.0
Price$2550.71
Change-$6.68 (-0.26%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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CAPEX vs VTSMX Comparison Chart
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CAPEX vs. VTSMX commentary
Sep 21, 2024
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 (1.42B). VTSMX pays higher dividends than CAPEX: VTSMX (1.26) vs CAPEX (0.72). CAPEX was incepted earlier than VTSMX: CAPEX (59 years) vs VTSMX (32 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 : 34.81 vs. VTSMX (31.53). CAPEX return over 5 years is better than : 106.01 vs. VTSMX (85.64).
| CAPEX | VTSMX | CAPEX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 59 years | 32 years | - |
| Gain YTD | 21.613 | 18.617 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 1.72T | 0% |
| Annual Yield % from dividends | 0.72 | 1.26 | 57% |
| Returns for 1 year | 34.81 | 31.53 | 110% |
| Returns for 3 years | 33.59 | 25.35 | 133% |
| Returns for 5 years | 106.01 | 85.64 | 124% |
| Returns for 10 years | 214.71 | 187.59 | 114% |
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