Ad is loading...
VTCIX vs VTSMX
VTCIX vs VTSMX Comparison
Open Charts VTCIX vs VTSMX
Vanguard Tax-Managed Capital App I
Price$151.99
Change+$1.63 (+1.08%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$142.64
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
VTCIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VTCIX vs. VTSMX commentary
Dec 23, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. VTCIX (24.1B). VTSMX pays higher dividends than VTCIX: VTSMX (1.26) vs VTCIX (1.18). VTCIX was incepted earlier than VTSMX: VTCIX (26 years) vs VTSMX (33 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). VTCIX (24.40) and VTSMX (24.23) have marching annual gain over last year. VTCIX return over 5 years is better than : 83.96 vs. VTSMX (79.24).
| VTCIX | VTSMX | VTCIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 23.802 | 23.596 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 1.84T | 1% |
| Annual Yield % from dividends | 1.18 | 1.26 | 93% |
| Returns for 1 year | 24.40 | 24.23 | 101% |
| Returns for 3 years | 26.05 | 24.14 | 108% |
| Returns for 5 years | 83.96 | 79.24 | 106% |
| Returns for 10 years | 191.73 | 184.08 | 104% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers