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VTCLX vs VTSMX
VTCLX vs VTSMX Comparison
Open Charts VTCLX vs VTSMX
Vanguard Tax-Managed Capital App Adm
Price$276.59
Change+$4.59 (+1.69%)
VolumeN/A
Net Assets22.3B
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
VTCLX vs VTSMX Comparison Chart
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VTCLX vs. VTSMX commentary
Apr 25, 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: 1.7T vs. VTCLX (22.3B). 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 annual gain was more profitable for investors over the last year : 4.11 vs. VTSMX (3.51). VTCLX (87.72) and VTSMX (83.68) 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 | -10.086 | -10.527 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 1.7T | 1% |
| Annual Yield % from dividends | 1.12 | 1.25 | 89% |
| Returns for 1 year | 4.11 | 3.51 | 117% |
| Returns for 3 years | 23.64 | 21.32 | 111% |
| Returns for 5 years | 87.72 | 83.68 | 105% |
| Returns for 10 years | 151.75 | 144.72 | 105% |
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