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VHCAX vs VTSMX
VHCAX vs VTSMX Comparison
Open Charts VHCAX vs VTSMX
Vanguard Capital Opportunity Adm
Price$173.54
Change+$14.85 (+9.36%)
VolumeN/A
Net Assets21.18B
Vanguard Total Stock Mkt Idx I
Price$129.85
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
VHCAX vs VTSMX Comparison Chart
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VHCAX vs. VTSMX commentary
Apr 11, 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. VHCAX (21.2B). VTSMX pays higher dividends than VHCAX: VTSMX (1.25) vs VHCAX (0.74). VHCAX was incepted earlier than VTSMX: VHCAX (23 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 : -5.43 vs. VHCAX (-17.93). VTSMX return over 5 years is better than : 75.41 vs. VHCAX (21.01).
| VHCAX | VTSMX | VHCAX / VTSMX | |
| Total Expense Ratio | 0.35 | 0.14 | 250% |
| Annual Report Gross Expense Ratio | 0.35 | 0.14 | 250% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -16.166 | -15.905 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2B | 1.7T | 1% |
| Annual Yield % from dividends | 0.74 | 1.25 | 59% |
| Returns for 1 year | -17.93 | -5.43 | 330% |
| Returns for 3 years | -10.87 | 8.73 | -125% |
| Returns for 5 years | 21.01 | 75.41 | 28% |
| Returns for 10 years | 23.27 | 131.53 | 18% |
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