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VHCOX vs VTSMX
VHCOX vs VTSMX Comparison
Open Charts VHCOX vs VTSMX
Vanguard Capital Opportunity I
Price$75.41
Change-$4.46 (-5.58%)
VolumeN/A
Net Assets22.87B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
VHCOX vs VTSMX Comparison Chart
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VHCOX vs. VTSMX commentary
Apr 04, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. VHCOX (22.9B). 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 : 8.05 vs. VHCOX (-4.91). VTSMX return over 5 years is better than : 126.23 vs. VHCOX (55.72).
| 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 | -2.645 | -3.986 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 1.81T | 1% |
| Annual Yield % from dividends | 0.66 | 1.25 | 53% |
| Returns for 1 year | -4.91 | 8.05 | -61% |
| Returns for 3 years | 0.15 | 21.01 | 1% |
| Returns for 5 years | 55.72 | 126.23 | 44% |
| Returns for 10 years | 46.20 | 166.80 | 28% |
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