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VTCLX vs VTSMX
VTCLX vs VTSMX Comparison
Open Charts VTCLX vs VTSMX
Vanguard Tax-Managed Capital App Adm
Price$309.32
Change-$5.83 (-1.85%)
VolumeN/A
Net Assets24.16B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
VTCLX vs VTSMX Comparison Chart
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VTCLX vs. VTSMX commentary
Feb 23, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. VTCLX (24.2B). VTSMX pays higher dividends than VTCLX: VTSMX (1.26) vs VTCLX (1.15). VTCLX was incepted earlier than VTSMX: VTCLX (30 years) vs VTSMX (33 years). 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 (17.82) and VTSMX (17.60) have marching annual gain over last year. VTCLX return over 5 years is better than : 79.59 vs. VTSMX (74.84).
| VTCLX | VTSMX | VTCLX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | 2.251 | 2.121 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.84T | 1% |
| Annual Yield % from dividends | 1.15 | 1.26 | 91% |
| Returns for 1 year | 17.82 | 17.60 | 101% |
| Returns for 3 years | 38.98 | 36.78 | 106% |
| Returns for 5 years | 79.59 | 74.84 | 106% |
| Returns for 10 years | 188.31 | 180.15 | 105% |
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