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VHCOX vs VTSMX
VHCOX vs VTSMX Comparison
Open Charts VHCOX vs VTSMX
Vanguard Capital Opportunity I
Price$102.16
Change+$0.65 (+0.64%)
VolumeN/A
Net Assets25.58B
Vanguard Total Stock Mkt Idx I
Price$163.42
Change+$0.09 (+0.06%)
VolumeN/A
Net Assets2.05T
VHCOX vs VTSMX Comparison Chart in %
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VHCOX vs. VTSMX commentary
Nov 13, 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: 2.05T vs. VHCOX (25.6B). VTSMX pays higher dividends than VHCOX: VTSMX (1.02) vs VHCOX (0.54). 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 : 13.42 vs. VHCOX (11.91). VTSMX return over 5 years is better than : 83.98 vs. VHCOX (32.73).
| 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 | 24.525 | 15.972 | 154% |
| 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 | 0.54 | 1.02 | 53% |
| Returns for 1 year | 11.91 | 13.42 | 89% |
| Returns for 3 years | 43.30 | 68.22 | 63% |
| Returns for 5 years | 32.73 | 83.98 | 39% |
| Returns for 10 years | 93.56 | 235.40 | 40% |
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