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VHCAX vs VSMPX
VHCAX vs VSMPX Comparison
Open Charts VHCAX vs VSMPX
Vanguard Capital Opportunity Adm
Price$187.17
Change-$0.38 (-0.20%)
VolumeN/A
Net Assets20.72B
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.91
Change-$0.03 (-0.01%)
VolumeN/A
Net Assets1.72T
VHCAX vs VSMPX Comparison Chart
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VHCAX vs. VSMPX commentary
May 23, 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 VHCAX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. VHCAX (20.7B). VSMPX pays higher dividends than VHCAX: VSMPX (1.37) vs VHCAX (0.75). VHCAX was incepted earlier than VSMPX: VHCAX (24 years) vs VSMPX (10 years). VHCAX (0.36) is less costly to investors than VSMPX (0.02). VHCAX is a more actively managed with annual turnover of: 9.00 vs. VSMPX (2.00). VHCAX has a lower initial minimum investment than VSMPX: VHCAX (50000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 9.52 vs. VHCAX (-5.03). VSMPX return over 5 years is better than : 92.99 vs. VHCAX (33.24).
| VHCAX | VSMPX | VHCAX / VSMPX | |
| Total Expense Ratio | 0.36 | 0.02 | 1,800% |
| Annual Report Gross Expense Ratio | 0.36 | 0.02 | 1,800% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | -0.919 | -0.966 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.7B | 1.72T | 1% |
| Annual Yield % from dividends | 0.75 | 1.37 | 55% |
| Returns for 1 year | -5.03 | 9.52 | -53% |
| Returns for 3 years | 15.76 | 44.82 | 35% |
| Returns for 5 years | 33.24 | 92.99 | 36% |
| Returns for 10 years | 45.82 | 161.82 | 28% |