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VTCIX vs VTSMX
VTCIX vs VTSMX Comparison
Open Charts VTCIX vs VTSMX
Vanguard Tax-Managed Capital App I
Price$136.77
Change+$2.40 (+1.79%)
VolumeN/A
Net Assets22.3B
Vanguard Total Stock Mkt Idx I
Price$127.47
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
VTCIX vs VTSMX Comparison Chart
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VTCIX vs. VTSMX commentary
Apr 12, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. VTCIX (22.3B). VTSMX pays higher dividends than VTCIX: VTSMX (1.25) 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 (2.00) and VTSMX (2.00) have comparable annual turnover. 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 : 0.92 vs. VTSMX (0.30). VTCIX return over 5 years is better than : 90.06 vs. VTSMX (85.34).
| 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 | -10.599 | -11.144 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 1.7T | 1% |
| Annual Yield % from dividends | 1.15 | 1.25 | 92% |
| Returns for 1 year | 0.92 | 0.30 | 305% |
| Returns for 3 years | 19.38 | 17.00 | 114% |
| Returns for 5 years | 90.06 | 85.34 | 106% |
| Returns for 10 years | 152.83 | 145.28 | 105% |
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