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VHCOX vs VTSMX
VHCOX vs VTSMX Comparison
Open Charts VHCOX vs VTSMX
Vanguard Capital Opportunity I
Price$89.64
Change+$0.26 (+0.29%)
VolumeN/A
Net Assets22.73B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
VHCOX vs VTSMX Comparison Chart in %
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VHCOX vs. VTSMX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. VHCOX (22.7B). VTSMX pays higher dividends than VHCOX: VTSMX (1.12) vs VHCOX (0.61). 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 : 17.75 vs. VHCOX (5.36). VTSMX return over 5 years is better than : 93.51 vs. VHCOX (31.05).
| 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 | 9.264 | 8.287 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.7B | 1.91T | 1% |
| Annual Yield % from dividends | 0.61 | 1.12 | 55% |
| Returns for 1 year | 5.36 | 17.75 | 30% |
| Returns for 3 years | 28.68 | 60.60 | 47% |
| Returns for 5 years | 31.05 | 93.51 | 33% |
| Returns for 10 years | 63.34 | 200.97 | 32% |
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