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VHCOX vs VTSMX
VHCOX vs VTSMX Comparison
Open Charts VHCOX vs VTSMX
Vanguard Capital Opportunity I
Price$86.28
Change+$0.13 (+0.15%)
VolumeN/A
Net Assets21.65B
Vanguard Total Stock Mkt Idx I
Price$147.61
Change+$0.70 (+0.48%)
VolumeN/A
Net Assets1.82T
VHCOX vs VTSMX Comparison Chart in %
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VHCOX vs. VTSMX commentary
Jun 28, 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: 1.82T vs. VHCOX (21.6B). VTSMX pays higher dividends than VHCOX: VTSMX (1.18) vs VHCOX (0.64). 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 : 12.21 vs. VHCOX (-1.25). VTSMX return over 5 years is better than : 99.40 vs. VHCOX (33.73).
| 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 | 5.010 | 4.222 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6B | 1.82T | 1% |
| Annual Yield % from dividends | 0.64 | 1.18 | 54% |
| Returns for 1 year | -1.25 | 12.21 | -10% |
| Returns for 3 years | 25.67 | 58.73 | 44% |
| Returns for 5 years | 33.73 | 99.40 | 34% |
| Returns for 10 years | 57.96 | 192.45 | 30% |