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VHCOX vs VTSMX
VHCOX vs VTSMX Comparison
Open Charts VHCOX vs VTSMX
Vanguard Capital Opportunity I
Price$84.03
Change-$1.05 (-1.23%)
VolumeN/A
Net Assets21.65B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
VHCOX vs VTSMX Comparison Chart
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VHCOX vs. VTSMX commentary
Jun 16, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. VHCOX (21.6B). VTSMX pays higher dividends than VHCOX: VTSMX (1.18) vs VHCOX (0.64). 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 : 10.06 vs. VHCOX (-2.60). VTSMX return over 5 years is better than : 91.36 vs. VHCOX (31.21).
| 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 | 2.426 | 1.349 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6B | 1.82T | 1% |
| Annual Yield % from dividends | 0.64 | 1.18 | 54% |
| Returns for 1 year | -2.60 | 10.06 | -26% |
| Returns for 3 years | 27.55 | 57.59 | 48% |
| Returns for 5 years | 31.21 | 91.36 | 34% |
| Returns for 10 years | 52.34 | 178.92 | 29% |
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