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VTCLX vs VTSMX
VTCLX vs VTSMX Comparison
Open Charts VTCLX vs VTSMX
Vanguard Tax-Managed Capital App Adm
Price$305.99
Change-$1.46 (-0.47%)
VolumeN/A
Net Assets23.51B
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
VTCLX vs VTSMX Comparison Chart
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VTCLX vs. VTSMX commentary
Jun 06, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. VTCLX (23.5B). VTSMX pays higher dividends than VTCLX: VTSMX (1.18) vs VTCLX (1.06). 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 is a more actively managed with annual turnover of: 10.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than VTCLX: VTSMX (3000) vs VTCLX (10000). VTCLX (11.74) and VTSMX (11.39) have marching annual gain over last year. VTCLX return over 5 years is better than : 86.50 vs. VTSMX (81.77).
| 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 | 1.633 | 1.278 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 1.82T | 1% |
| Annual Yield % from dividends | 1.06 | 1.18 | 89% |
| Returns for 1 year | 11.74 | 11.39 | 103% |
| Returns for 3 years | 44.68 | 42.44 | 105% |
| Returns for 5 years | 86.50 | 81.77 | 106% |
| Returns for 10 years | 188.17 | 181.22 | 104% |
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