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VHCOX vs VTSMX
VHCOX vs VTSMX Comparison
Open Charts VHCOX vs VTSMX
Vanguard Capital Opportunity I
Price$84.89
Change+$0.44 (+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
VHCOX vs VTSMX Comparison Chart
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VHCOX 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 VHCOX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. VHCOX (22.4B). 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 : 25.24 vs. VHCOX (10.43). VTSMX return over 5 years is better than : 76.07 vs. VHCOX (19.85).
| 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 | 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 | 1.26 | 50% |
| Returns for 1 year | 10.43 | 25.24 | 41% |
| Returns for 3 years | 5.74 | 28.94 | 20% |
| Returns for 5 years | 19.85 | 76.07 | 26% |
| Returns for 10 years | 62.03 | 194.99 | 32% |
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