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VHCOX vs VTSMX
VHCOX vs VTSMX Comparison
Open Charts VHCOX vs VTSMX
Vanguard Capital Opportunity I
Price$101.89
Change+$0.66 (+0.65%)
VolumeN/A
Net Assets25.58B
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
VHCOX vs VTSMX Comparison Chart in %
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VHCOX vs. VTSMX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. VHCOX (25.6B). VTSMX pays higher dividends than VHCOX: VTSMX (1.02) vs VHCOX (0.53). 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 : 11.43 vs. VHCOX (10.05). VTSMX return over 5 years is better than : 77.17 vs. VHCOX (23.90).
| 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 | 22.916 | 15.489 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.6B | 2.05T | 1% |
| Annual Yield % from dividends | 0.53 | 1.02 | 52% |
| Returns for 1 year | 10.05 | 11.43 | 88% |
| Returns for 3 years | 37.48 | 64.40 | 58% |
| Returns for 5 years | 23.90 | 77.17 | 31% |
| Returns for 10 years | 84.42 | 223.01 | 38% |
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