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VHCOX vs VTSMX
VHCOX vs VTSMX Comparison
Open Charts VHCOX vs VTSMX
Vanguard Capital Opportunity I
Price$77.17
Change+$2.07 (+2.76%)
VolumeN/A
Net Assets21.18B
Vanguard Total Stock Mkt Idx I
Price$131.78
Change+$0.87 (+0.66%)
VolumeN/A
Net Assets1.7T
VHCOX vs VTSMX Comparison Chart
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VHCOX vs. VTSMX commentary
Apr 26, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. VHCOX (21.2B). VTSMX pays higher dividends than VHCOX: VTSMX (1.25) vs VHCOX (0.66). VHCOX was incepted earlier than VTSMX: VHCOX (30 years) vs VTSMX (33 years). VHCOX (0.43) is less costly to investors than VTSMX (0.14). VHCOX is a more actively managed with annual turnover of: 9.00 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 : 5.27 vs. VHCOX (-7.59). VTSMX return over 5 years is better than : 86.77 vs. VHCOX (28.88).
| VHCOX | VTSMX | VHCOX / VTSMX | |
| Total Expense Ratio | 0.43 | 0.14 | 307% |
| Annual Report Gross Expense Ratio | 0.43 | 0.14 | 307% |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | -8.459 | -9.023 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2B | 1.7T | 1% |
| Annual Yield % from dividends | 0.66 | 1.25 | 53% |
| Returns for 1 year | -7.59 | 5.27 | -144% |
| Returns for 3 years | 1.46 | 22.56 | 6% |
| Returns for 5 years | 28.88 | 86.77 | 33% |
| Returns for 10 years | 36.22 | 150.14 | 24% |
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