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VHCOX vs VTSAX
VHCOX vs VTSAX Comparison
Open Charts VHCOX vs VTSAX
Vanguard Capital Opportunity I
Price$84.89
Change+$0.44 (+0.52%)
VolumeN/A
Net Assets22.36B
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
VHCOX vs VTSAX Comparison Chart
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VHCOX vs. VTSAX 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 VHCOX is a StrongBuy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. VHCOX (22.4B). VTSAX pays higher dividends than VHCOX: VTSAX (1.35) vs VHCOX (0.63). VHCOX was incepted earlier than VTSAX: VHCOX (29 years) vs VTSAX (24 years). VHCOX is a more actively managed with annual turnover of: 6.00 vs. VTSAX (2.00). VHCOX (3000) and VTSAX (3000) have matching initial minimum investment requirements. VTSAX annual gain was more profitable for investors over the last year : 25.26 vs. VHCOX (10.43). VTSAX return over 5 years is better than : 76.10 vs. VHCOX (19.85).
| VHCOX | VTSAX | VHCOX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 3.474 | 2.241 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4B | 1.78T | 1% |
| Annual Yield % from dividends | 0.63 | 1.35 | 47% |
| Returns for 1 year | 10.43 | 25.26 | 41% |
| Returns for 3 years | 5.74 | 28.96 | 20% |
| Returns for 5 years | 19.85 | 76.10 | 26% |
| Returns for 10 years | 62.03 | 195.63 | 32% |
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