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VTCIX vs VTSMX
VTCIX vs VTSMX Comparison
Open Charts VTCIX vs VTSMX
Vanguard Tax-Managed Capital App I
Price$152.03
Change-$0.73 (-0.48%)
VolumeN/A
Net Assets23.51B
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
VTCIX vs VTSMX Comparison Chart
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VTCIX vs. VTSMX commentary
Jun 07, 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: 1.82T vs. VTCIX (23.5B). VTSMX pays higher dividends than VTCIX: VTSMX (1.18) vs VTCIX (1.08). 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 : 11.75 vs. VTSMX (10.96). VTCIX return over 5 years is better than : 86.48 vs. VTSMX (80.94).
| 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 | 1.637 | 0.817 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 1.82T | 1% |
| Annual Yield % from dividends | 1.08 | 1.18 | 92% |
| Returns for 1 year | 11.75 | 10.96 | 107% |
| Returns for 3 years | 44.68 | 40.34 | 111% |
| Returns for 5 years | 86.48 | 80.94 | 107% |
| Returns for 10 years | 188.14 | 179.94 | 105% |
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