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VHCOX vs VTSMX
VHCOX vs VTSMX Comparison
Open Charts VHCOX vs VTSMX
Vanguard Capital Opportunity I
Price$91.29
Change-$0.18 (-0.20%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
VHCOX vs VTSMX Comparison Chart
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VHCOX vs. VTSMX commentary
Dec 18, 2024
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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. VHCOX (23.5B). VTSMX pays higher dividends than VHCOX: VTSMX (1.26) vs VHCOX (0.63). VHCOX was incepted earlier than VTSMX: VHCOX (29 years) vs VTSMX (33 years). VHCOX is a more actively managed with annual turnover of: 6.00 vs. VTSMX (2.00). VHCOX (3000) and VTSMX (3000) have matching initial minimum investment requirements. VTSMX annual gain was more profitable for investors over the last year : 26.90 vs. VHCOX (16.40). VTSMX return over 5 years is better than : 84.16 vs. VHCOX (33.70).
| VHCOX | VTSMX | VHCOX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 17.551 | 26.352 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 1.84T | 1% |
| Annual Yield % from dividends | 0.63 | 1.26 | 50% |
| Returns for 1 year | 16.40 | 26.90 | 61% |
| Returns for 3 years | 1.24 | 27.88 | 4% |
| Returns for 5 years | 33.70 | 84.16 | 40% |
| Returns for 10 years | 65.55 | 192.04 | 34% |