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VHCAX vs VTSMX
VHCAX vs VTSMX Comparison
Open Charts VHCAX vs VTSMX
Vanguard Capital Opportunity Adm
Price$193.93
Change-$2.44 (-1.24%)
VolumeN/A
Net Assets21.65B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
VHCAX vs VTSMX Comparison Chart
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VHCAX vs. VTSMX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. VHCAX (21.6B). VTSMX pays higher dividends than VHCAX: VTSMX (1.18) vs VHCAX (0.72). VHCAX was incepted earlier than VTSMX: VHCAX (24 years) vs VTSMX (33 years). VHCAX (0.36) 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 : 10.06 vs. VHCAX (-3.61). VTSMX return over 5 years is better than : 91.36 vs. VHCAX (31.12).
| VHCAX | VTSMX | VHCAX / VTSMX | |
| Total Expense Ratio | 0.36 | 0.14 | 257% |
| Annual Report Gross Expense Ratio | 0.36 | 0.14 | 257% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 2.451 | 1.349 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6B | 1.82T | 1% |
| Annual Yield % from dividends | 0.72 | 1.18 | 61% |
| Returns for 1 year | -3.61 | 10.06 | -36% |
| Returns for 3 years | 27.51 | 57.59 | 48% |
| Returns for 5 years | 31.12 | 91.36 | 34% |
| Returns for 10 years | 52.26 | 178.92 | 29% |
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