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VTCLX vs VTSMX
VTCLX vs VTSMX Comparison
Open Charts VTCLX vs VTSMX
Vanguard Tax-Managed Capital App Adm
Price$300.16
Change-$4.68 (-1.54%)
VolumeN/A
Net Assets23.42B
Vanguard Total Stock Mkt Idx I
Price$139.81
Change-$2.18 (-1.54%)
VolumeN/A
Net Assets1.78T
VTCLX vs VTSMX Comparison Chart
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VTCLX vs. VTSMX commentary
Jan 12, 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 VTCLX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. VTCLX (23.4B). VTSMX pays higher dividends than VTCLX: VTSMX (1.26) vs VTCLX (1.15). VTCLX was incepted earlier than VTSMX: VTCLX (30 years) vs VTSMX (33 years). VTCLX (2.00) and VTSMX (2.00) have comparable annual turnover. VTSMX has a lower initial minimum investment than VTCLX: VTSMX (3000) vs VTCLX (10000). VTCLX (21.42) and VTSMX (21.30) have marching annual gain over last year. VTCLX return over 5 years is better than : 78.75 vs. VTSMX (74.27).
| VTCLX | VTSMX | VTCLX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | -0.777 | -0.844 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.78T | 1% |
| Annual Yield % from dividends | 1.15 | 1.26 | 91% |
| Returns for 1 year | 21.42 | 21.30 | 101% |
| Returns for 3 years | 22.78 | 21.00 | 108% |
| Returns for 5 years | 78.75 | 74.27 | 106% |
| Returns for 10 years | 194.07 | 185.69 | 105% |
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