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VTCLX vs VTSMX
VTCLX vs VTSMX Comparison
Open Charts VTCLX vs VTSMX
Vanguard Tax-Managed Capital App Adm
Price$277.12
Change-$14.29 (-4.90%)
VolumeN/A
Net Assets23.7B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
VTCLX vs VTSMX Comparison Chart
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VTCLX vs. VTSMX commentary
Apr 04, 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 VTCLX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. VTCLX (23.7B). VTSMX pays higher dividends than VTCLX: VTSMX (1.25) vs VTCLX (1.12). VTCLX was incepted earlier than VTSMX: VTCLX (31 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than VTCLX (0.09). VTCLX (2.00) and VTSMX (2.00) have comparable annual turnover. VTSMX has a lower initial minimum investment than VTCLX: VTSMX (3000) vs VTCLX (10000). VTCLX (8.41) and VTSMX (8.05) have marching annual gain over last year. VTCLX (130.59) and VTSMX (126.23) have equivalent 5 years return.
| VTCLX | VTSMX | VTCLX / VTSMX | |
| Total Expense Ratio | 0.09 | 0.14 | 64% |
| Annual Report Gross Expense Ratio | 0.09 | 0.14 | 64% |
| Fund Existence | 31 years | 33 years | - |
| Gain YTD | -3.669 | -3.986 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 1.81T | 1% |
| Annual Yield % from dividends | 1.12 | 1.25 | 89% |
| Returns for 1 year | 8.41 | 8.05 | 105% |
| Returns for 3 years | 23.24 | 21.01 | 111% |
| Returns for 5 years | 130.59 | 126.23 | 103% |
| Returns for 10 years | 174.34 | 166.80 | 105% |
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