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VHCOX vs VTSMX
VHCOX vs VTSMX Comparison
Open Charts VHCOX vs VTSMX
Vanguard Capital Opportunity I
Price$98.01
Change+$1.21 (+1.25%)
VolumeN/A
Net Assets24.66B
Vanguard Total Stock Mkt Idx I
Price$161.05
Change+$1.80 (+1.13%)
VolumeN/A
Net Assets2.02T
VHCOX vs VTSMX Comparison Chart in %
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VHCOX vs. VTSMX commentary
Oct 21, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. VHCOX (24.7B). VTSMX pays higher dividends than VHCOX: VTSMX (1.04) vs VHCOX (0.56). VHCOX was incepted earlier than VTSMX: VHCOX (30 years) vs VTSMX (34 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 : 13.79 vs. VHCOX (7.68). VTSMX return over 5 years is better than : 84.86 vs. VHCOX (29.03).
| 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 | 34 years | - |
| Gain YTD | 17.991 | 13.012 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 2.02T | 1% |
| Annual Yield % from dividends | 0.56 | 1.04 | 54% |
| Returns for 1 year | 7.68 | 13.79 | 56% |
| Returns for 3 years | 47.34 | 76.02 | 62% |
| Returns for 5 years | 29.03 | 84.86 | 34% |
| Returns for 10 years | 86.73 | 225.10 | 39% |
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