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VTCIX vs VTSMX
VTCIX vs VTSMX Comparison
Open Charts VTCIX vs VTSMX
Vanguard Tax-Managed Capital App I
Price$144.98
Change+$0.94 (+0.65%)
VolumeN/A
Net Assets22.16B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
VTCIX vs VTSMX Comparison Chart
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VTCIX vs. VTSMX commentary
May 09, 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 VTCIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. VTCIX (22.2B). VTSMX pays higher dividends than VTCIX: VTSMX (1.26) vs VTCIX (1.15). VTCIX was incepted earlier than VTSMX: VTCIX (26 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than VTCIX (0.06). VTCIX is a more actively managed with annual turnover of: 10.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than VTCIX: VTSMX (3000) vs VTCIX (5000000). VTCIX annual gain was more profitable for investors over the last year : 8.55 vs. VTSMX (7.85). VTCIX return over 5 years is better than : 92.52 vs. VTSMX (87.92).
| VTCIX | VTSMX | VTCIX / VTSMX | |
| Total Expense Ratio | 0.06 | 0.14 | 43% |
| Annual Report Gross Expense Ratio | 0.06 | 0.14 | 43% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | -4.165 | -4.660 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.2B | 1.72T | 1% |
| Annual Yield % from dividends | 1.15 | 1.26 | 91% |
| Returns for 1 year | 8.55 | 7.85 | 109% |
| Returns for 3 years | 41.85 | 39.37 | 106% |
| Returns for 5 years | 92.52 | 87.92 | 105% |
| Returns for 10 years | 169.71 | 162.78 | 104% |
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