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VHCOX vs VTSMX
VHCOX vs VTSMX Comparison
Open Charts VHCOX vs VTSMX
Vanguard Capital Opportunity I
Price$88.45
Change+$0.46 (+0.52%)
VolumeN/A
Net Assets22.73B
Vanguard Total Stock Mkt Idx I
Price$150.47
Change+$0.90 (+0.60%)
VolumeN/A
Net Assets1.91T
VHCOX vs VTSMX Comparison Chart in %
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VHCOX vs. VTSMX commentary
Jul 18, 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: 1.91T vs. VHCOX (22.7B). VTSMX pays higher dividends than VHCOX: VTSMX (1.12) vs VHCOX (0.61). 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 : 11.80 vs. VHCOX (-0.80). VTSMX return over 5 years is better than : 89.10 vs. VHCOX (26.39).
| 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 | 7.253 | 6.123 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.7B | 1.91T | 1% |
| Annual Yield % from dividends | 0.61 | 1.12 | 55% |
| Returns for 1 year | -0.80 | 11.80 | -7% |
| Returns for 3 years | 29.02 | 61.21 | 47% |
| Returns for 5 years | 26.39 | 89.10 | 30% |
| Returns for 10 years | 56.43 | 189.88 | 30% |
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