MENU

VTSIX Vanguard Tax-Managed Small Cap I Forecast, Technical & Fundamental Analysis

The investment seeks to provide a tax-efficient return consisting of long-term capital appreciation while tracking the performance of a S&P SmallCap 600 Index that measures the investment return of small-capitalization stocks... Show more

Category: #Small Blend
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Abercrombie & Fitch Co (NYSE:ANF).

Industry description

The investment seeks to provide a tax-efficient return consisting of long-term capital appreciation while tracking the performance of a S&P SmallCap 600 Index that measures the investment return of small-capitalization stocks. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in small-cap stocks. The S&P SmallCap 600® Index is made up of common stocks of small-capitalization U.S. companies.

Market Cap

The average market capitalization across the Vanguard Tax-Managed Small Cap I MF is 11B. The market cap for tickers in the group ranges from 2.19B to 25.12B. FN holds the highest valuation in this group at 25.12B. The lowest valued company is SPSC at 2.19B.

Volume

The average weekly volume growth across all stocks in the Vanguard Tax-Managed Small Cap I MF was -11%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was 14%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 58
P/E Growth Rating: 33
Price Growth Rating: 53
SMR Rating: 52
Profit Risk Rating: 44
Seasonality Score: 27 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Details
Category
Small Blend
Address
Vanguard Tax-managed FundsPo Box 2600Valley Forge
Phone
N/A
Web
www.vanguard.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LGLCX49.71N/A
N/A
Lord Abbett Growth Leaders C
HCMZX23.70N/A
N/A
HCM Sector Plus R
GLDCX41.75N/A
N/A
Gabelli Gold C
LKBLX51.60N/A
N/A
LK Balanced Institutional
RMBLX58.59N/A
N/A
RMB Mendon Financial Services I

VTSIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VTSIX has been closely correlated with DFSTX. These tickers have moved in lockstep 99% of the time. This A.I.-generated data suggests there is a high statistical probability that if VTSIX jumps, then DFSTX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VTSIX
1D Price
Change %
VTSIX100%
N/A
DFSTX - VTSIX
99%
Closely correlated
N/A
NAESX - VTSIX
96%
Closely correlated
N/A
VSMAX - VTSIX
96%
Closely correlated
N/A
VSCIX - VTSIX
96%
Closely correlated
N/A
VSCPX - VTSIX
96%
Closely correlated
N/A
More
Vanguard Tax-Managed Small Cap I (VTSIX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com