Interact to see
Advertisement
Advertisement
VHCAX vs VTSMX
VHCAX vs VTSMX Comparison
Open Charts VHCAX vs VTSMX
Vanguard Capital Opportunity Adm
Price$187.17
Change-$0.38 (-0.20%)
VolumeN/A
Net Assets20.72B
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
VHCAX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VHCAX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. VHCAX (20.7B). VTSMX pays higher dividends than VHCAX: VTSMX (1.26) vs VHCAX (0.75). 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 : 9.50 vs. VHCAX (-5.03). VTSMX return over 5 years is better than : 92.91 vs. VHCAX (33.24).
| 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 | -0.919 | -0.985 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 3000 | 1,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.7B | 1.72T | 1% |
| Annual Yield % from dividends | 0.75 | 1.26 | 60% |
| Returns for 1 year | -5.03 | 9.50 | -53% |
| Returns for 3 years | 15.76 | 44.74 | 35% |
| Returns for 5 years | 33.24 | 92.91 | 36% |
| Returns for 10 years | 45.82 | 169.81 | 27% |