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VTCLX vs VTSMX
VTCLX vs VTSMX Comparison
Open Charts VTCLX vs VTSMX
Vanguard Tax-Managed Capital App Adm
Price$309.53
Change+$2.92 (+0.95%)
VolumeN/A
Net Assets23.42B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
VTCLX vs VTSMX Comparison Chart
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VTCLX vs. VTSMX commentary
Jan 19, 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: 1.78T vs. VTCLX (23.4B). 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 (25.56) and VTSMX (25.24) have marching annual gain over last year. VTCLX return over 5 years is better than : 81.16 vs. VTSMX (76.07).
| 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 | 2.321 | 2.241 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.78T | 1% |
| Annual Yield % from dividends | 1.15 | 1.26 | 91% |
| Returns for 1 year | 25.56 | 25.24 | 101% |
| Returns for 3 years | 31.01 | 28.94 | 107% |
| Returns for 5 years | 81.16 | 76.07 | 107% |
| Returns for 10 years | 204.32 | 194.99 | 105% |
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