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VHCOX vs VTSMX
VHCOX vs VTSMX Comparison
Open Charts VHCOX vs VTSMX
Vanguard Capital Opportunity I
Price$85.91
Change-$1.40 (-1.60%)
VolumeN/A
Net Assets23.34B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
VHCOX vs VTSMX Comparison Chart
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VHCOX vs. VTSMX commentary
Feb 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 VHCOX is a Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. VHCOX (23.3B). VTSMX pays higher dividends than VHCOX: VTSMX (1.26) vs VHCOX (0.63). VHCOX was incepted earlier than VTSMX: VHCOX (30 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 : 17.60 vs. VHCOX (5.17). VTSMX return over 5 years is better than : 74.84 vs. VHCOX (21.51).
| VHCOX | VTSMX | VHCOX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | 4.717 | 2.121 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 1.84T | 1% |
| Annual Yield % from dividends | 0.63 | 1.26 | 50% |
| Returns for 1 year | 5.17 | 17.60 | 29% |
| Returns for 3 years | 14.20 | 36.78 | 39% |
| Returns for 5 years | 21.51 | 74.84 | 29% |
| Returns for 10 years | 55.92 | 180.15 | 31% |
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