Interact to see
Advertisement
Advertisement
VHCOX vs VTSMX
VHCOX vs VTSMX Comparison
Open Charts VHCOX vs VTSMX
Vanguard Capital Opportunity I
Price$90.88
Change+$0.23 (+0.25%)
VolumeN/A
Net Assets22.88B
Vanguard Total Stock Mkt Idx I
Price$155.21
Change+$0.43 (+0.28%)
VolumeN/A
Net Assets1.91T
VHCOX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VHCOX vs. VTSMX commentary
Aug 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: 1.91T vs. VHCOX (22.9B). VTSMX pays higher dividends than VHCOX: VTSMX (1.09) 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 : 14.88 vs. VHCOX (3.27). VTSMX return over 5 years is better than : 79.72 vs. VHCOX (24.14).
| 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 | 10.495 | 9.820 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 1.91T | 1% |
| Annual Yield % from dividends | 0.61 | 1.09 | 55% |
| Returns for 1 year | 3.27 | 14.88 | 22% |
| Returns for 3 years | 28.20 | 56.58 | 50% |
| Returns for 5 years | 24.14 | 79.72 | 30% |
| Returns for 10 years | 72.93 | 220.08 | 33% |