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CAPEX vs VSMPX
CAPEX vs VSMPX Comparison
Open Charts CAPEX vs VSMPX
Eaton Vance Tx-Mgd Growth 1.0
Price$2830.68
Change+$7.83 (+0.28%)
VolumeN/A
Net Assets1.54B
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
CAPEX vs VSMPX Comparison Chart in %
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CAPEX vs. VSMPX commentary
Jul 28, 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 CAPEX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. CAPEX (1.54B). VSMPX pays higher dividends than CAPEX: VSMPX (1.22) vs CAPEX (0.55). CAPEX was incepted earlier than VSMPX: CAPEX (59 years) vs VSMPX (10 years). CAPEX is a more actively managed with annual turnover of: 7.00 vs. VSMPX (2.00). CAPEX has a lower initial minimum investment than VSMPX: CAPEX (0) vs VSMPX (100000000). VSMPX (17.76) and CAPEX (17.54) have marching annual gain over last year. CAPEX return over 5 years is better than : 108.06 vs. VSMPX (93.61).
| CAPEX | VSMPX | CAPEX / VSMPX | |
| Total Expense Ratio | N/A | 0.02 | - |
| Annual Report Gross Expense Ratio | N/A | 0.02 | - |
| Fund Existence | 59 years | 10 years | - |
| Gain YTD | 9.704 | 8.298 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 1.91T | 0% |
| Annual Yield % from dividends | 0.55 | 1.22 | 45% |
| Returns for 1 year | 17.54 | 17.76 | 99% |
| Returns for 3 years | 71.57 | 60.67 | 118% |
| Returns for 5 years | 108.06 | 93.61 | 115% |
| Returns for 10 years | 227.58 | 192.09 | 118% |
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