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CAPEX vs VTSMX
CAPEX vs VTSMX Comparison
Open Charts CAPEX vs VTSMX
Eaton Vance Tx-Mgd Growth 1.0
Price$2795.91
Change+$26.42 (+0.95%)
VolumeN/A
Net Assets1.54B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
CAPEX vs VTSMX Comparison Chart in %
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CAPEX vs. VTSMX commentary
Jul 07, 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: 1.82T vs. CAPEX (1.54B). VTSMX pays higher dividends than CAPEX: VTSMX (1.12) vs CAPEX (0.55). 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 annual gain was more profitable for investors over the last year : 13.89 vs. CAPEX (12.63). CAPEX return over 5 years is better than : 110.38 vs. VTSMX (95.59).
| 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 | 8.356 | 6.421 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 1.82T | 0% |
| Annual Yield % from dividends | 0.55 | 1.12 | 49% |
| Returns for 1 year | 12.63 | 13.89 | 91% |
| Returns for 3 years | 74.20 | 62.08 | 120% |
| Returns for 5 years | 110.38 | 95.59 | 115% |
| Returns for 10 years | 228.93 | 198.05 | 116% |
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