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CAPEX vs VTSMX
CAPEX vs VTSMX Comparison
Open Charts CAPEX vs VTSMX
Eaton Vance Tx-Mgd Growth 1.0
Price$2890.14
Change-$15.89 (-0.55%)
VolumeN/A
Net Assets1.57B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
CAPEX vs VTSMX Comparison Chart in %
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CAPEX vs. VTSMX commentary
Sep 08, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. CAPEX (1.57B). VTSMX pays higher dividends than CAPEX: VTSMX (1.07) vs CAPEX (0.53). CAPEX was incepted earlier than VTSMX: CAPEX (59 years) vs VTSMX (33 years). CAPEX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). CAPEX has a lower initial minimum investment than VTSMX: CAPEX (0) vs VTSMX (3000). VTSMX (18.03) and CAPEX (17.47) have marching annual gain over last year. CAPEX return over 5 years is better than : 97.76 vs. VTSMX (84.94).
| CAPEX | VTSMX | CAPEX / VTSMX | |
| Total Expense Ratio | N/A | 0.14 | - |
| Annual Report Gross Expense Ratio | N/A | 0.14 | - |
| Fund Existence | 59 years | 33 years | - |
| Gain YTD | 12.008 | 10.330 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 1.95T | 0% |
| Annual Yield % from dividends | 0.53 | 1.07 | 50% |
| Returns for 1 year | 17.47 | 18.03 | 97% |
| Returns for 3 years | 74.80 | 63.63 | 118% |
| Returns for 5 years | 97.76 | 84.94 | 115% |
| Returns for 10 years | 255.13 | 224.15 | 114% |
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