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VHCAX vs VTSMX
VHCAX vs VTSMX Comparison
Open Charts VHCAX vs VTSMX
Vanguard Capital Opportunity Adm
Price$200.42
Change-$1.68 (-0.83%)
VolumeN/A
Net Assets22.88B
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
VHCAX vs VTSMX Comparison Chart in %
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VHCAX vs. VTSMX commentary
Aug 08, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. VHCAX (22.9B). VTSMX pays higher dividends than VHCAX: VTSMX (1.09) vs VHCAX (0.67). VHCAX was incepted earlier than VTSMX: VHCAX (24 years) vs VTSMX (33 years). VHCAX (0.35) is less costly to investors than VTSMX (0.14). VHCAX is a more actively managed with annual turnover of: 9.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than VHCAX: VTSMX (3000) vs VHCAX (50000). VTSMX annual gain was more profitable for investors over the last year : 21.77 vs. VHCAX (10.20). VTSMX return over 5 years is better than : 83.91 vs. VHCAX (24.28).
| VHCAX | VTSMX | VHCAX / VTSMX | |
| Total Expense Ratio | 0.35 | 0.14 | 250% |
| Annual Report Gross Expense Ratio | 0.35 | 0.14 | 250% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 6.767 | 7.450 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 1.91T | 1% |
| Annual Yield % from dividends | 0.67 | 1.09 | 62% |
| Returns for 1 year | 10.20 | 21.77 | 47% |
| Returns for 3 years | 20.46 | 50.15 | 41% |
| Returns for 5 years | 24.28 | 83.91 | 29% |
| Returns for 10 years | 59.10 | 196.78 | 30% |
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