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VTCIX vs VTSMX
VTCIX vs VTSMX Comparison
Open Charts VTCIX vs VTSMX
Vanguard Tax-Managed Capital App I
Price$145.79
Change-$0.38 (-0.26%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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VTCIX vs VTSMX Comparison Chart
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VTCIX vs. VTSMX commentary
Sep 21, 2024
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 (22.4B). VTSMX pays higher dividends than VTCIX: VTSMX (1.26) vs VTCIX (1.18). VTCIX was incepted earlier than VTSMX: VTCIX (26 years) vs VTSMX (32 years). 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). VTSMX (31.53) and VTCIX (31.39) have marching annual gain over last year. VTCIX return over 5 years is better than : 90.43 vs. VTSMX (85.64).
| VTCIX | VTSMX | VTCIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 18.751 | 18.617 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4B | 1.72T | 1% |
| Annual Yield % from dividends | 1.18 | 1.26 | 93% |
| Returns for 1 year | 31.39 | 31.53 | 100% |
| Returns for 3 years | 28.05 | 25.35 | 111% |
| Returns for 5 years | 90.43 | 85.64 | 106% |
| Returns for 10 years | 193.85 | 187.59 | 103% |