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VHCAX vs VTSMX
VHCAX vs VTSMX Comparison
Open Charts VHCAX vs VTSMX
Vanguard Capital Opportunity Adm
Price$195.87
Change+$1.02 (+0.52%)
VolumeN/A
Net Assets22.36B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
VHCAX vs VTSMX Comparison Chart
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VHCAX vs. VTSMX commentary
Jan 19, 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. VHCAX (22.4B). VTSMX pays higher dividends than VHCAX: VTSMX (1.26) vs VHCAX (0.69). VHCAX was incepted earlier than VTSMX: VHCAX (23 years) vs VTSMX (33 years). VHCAX is a more actively managed with annual turnover of: 6.00 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 : 25.24 vs. VHCAX (10.42). VTSMX return over 5 years is better than : 76.07 vs. VHCAX (19.78).
| VHCAX | VTSMX | VHCAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 3.476 | 2.241 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4B | 1.78T | 1% |
| Annual Yield % from dividends | 0.69 | 1.26 | 55% |
| Returns for 1 year | 10.42 | 25.24 | 41% |
| Returns for 3 years | 5.72 | 28.94 | 20% |
| Returns for 5 years | 19.78 | 76.07 | 26% |
| Returns for 10 years | 61.93 | 194.99 | 32% |
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