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VHCOX vs VTSMX
VHCOX vs VTSMX Comparison
Open Charts VHCOX vs VTSMX
Vanguard Capital Opportunity I
Price$94.67
Change+$0.69 (+0.73%)
VolumeN/A
Net Assets23.55B
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
VHCOX vs VTSMX Comparison Chart in %
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VHCOX vs. VTSMX commentary
Sep 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 VHCOX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. VHCOX (23.6B). VTSMX pays higher dividends than VHCOX: VTSMX (1.07) vs VHCOX (0.59). VHCOX was incepted earlier than VTSMX: VHCOX (30 years) vs VTSMX (33 years). VHCOX (0.43) is less costly to investors than VTSMX (0.14). VHCOX is a more actively managed with annual turnover of: 9.00 vs. VTSMX (2.00). VHCOX (3000) and VTSMX (3000) have matching initial minimum investment requirements. VTSMX annual gain was more profitable for investors over the last year : 15.63 vs. VHCOX (6.24). VTSMX return over 5 years is better than : 96.53 vs. VHCOX (35.01).
| VHCOX | VTSMX | VHCOX / VTSMX | |
| Total Expense Ratio | 0.43 | 0.14 | 307% |
| Annual Report Gross Expense Ratio | 0.43 | 0.14 | 307% |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | 15.395 | 12.949 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.95T | 1% |
| Annual Yield % from dividends | 0.59 | 1.07 | 55% |
| Returns for 1 year | 6.24 | 15.63 | 40% |
| Returns for 3 years | 49.89 | 80.25 | 62% |
| Returns for 5 years | 35.01 | 96.53 | 36% |
| Returns for 10 years | 93.40 | 249.92 | 37% |
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