VANGUARD TAX-MANAGED Competition

Mutual Funds . USA . 
Fund . Vanguard Tax Managed Capital
VTCIX Fund  USD 166.83  -2.65  -1.56%   
The fund is listed under the Large Blend category and is part of the Vanguard family. Vanguard Tax Managed is often compared with VANGUARD FTSE, IShares Core, Vanguard FTSE, Communication Services, and Energy Select and additional peers. This provides context for comparative analysis. All metrics are calculated from reported financial data without adjustment. The dataset is presented as structured reference material for independent review. This view evaluates VANGUARD TAX-MANAGED versus comparable funds on key metrics. Key indicators for VANGUARD TAX-MANAGED are compared across peers for reference. Benchmarking against comparable funds provides structured competitive context.

VANGUARD TAX-MANAGED and IShares MSCI Correlation Summary

Average diversification
Across the chosen horizon, VTCIX and USMV show a correlation of 0.18 and fall into the Average diversification bucket. Used correctly, the chart supports evaluation of whether adding the second position genuinely diversifies the first.

Moving against VANGUARD Mutual Fund

  0.57VMNFX Vanguard Market NeutralPairCorr
Specify up to 10 symbols:
The mean reversion principle applied to VANGUARD TAX-MANAGED's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
Hype
Prediction
LowEstimatedHigh
168.73169.48170.23
Details
Intrinsic
Valuation
LowRealHigh
152.53170.62171.37
Details
Naive
Forecast
LowNextHigh
167.03167.78168.54
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
169.38174.28179.17
Details
Peer comparison enriches VANGUARD TAX-MANAGED analysis by revealing how the company ranks against competitors on key metrics. This relative perspective often changes investment conclusions drawn from standalone fundamental analysis.

VANGUARD TAX-MANAGED Competition Correlation Matrix

Competition correlation for Vanguard Tax Managed Capital matters because related securities often respond to the same industry, factor, or macro drivers even when their business stories differ. The business currently sits in the Large Blend sector and the Large Blend industry. In practical terms, lower correlation may offer better diversification while higher correlation may leave the portfolio more exposed to one shared driver.

High positive correlations

VFTAX
+ 1.0
VFTNX
OEF
+ 0.99
VFTNX
OEF
+ 0.99
VFTAX
IUSG
+ 0.97
VFTNX
VFTAX
+ 0.97
IUSG
OEF
+ 0.96
IUSG
  

High negative correlations

XLE
- 0.79
VFTAX
XLE
- 0.79
VFTNX
OEF
- 0.77
XLE
XLE
- 0.73
IUSG
XLI
- 0.4
VFTAX
XLI
- 0.4
IUSG

Risk-Adjusted Indicators

There is a big difference between VANGUARD Mutual Fund performing well and VANGUARD TAX-MANAGED Mutual Fund doing well as a business compared to the competition. Risk-adjusted metrics allow investors to compare VANGUARD TAX-MANAGED's efficiency and downside exposure against peers in a more meaningful way. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

VANGUARD TAX-MANAGED Competitive Analysis

    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
VTCIX VFTNX IUSG VFTAX XLC XLE VHCOX OEF EFV XLI
 1.56 
166.83
VANGUARD
 1.78 
43.53
VANGUARD
 1.98 
156.31
IShares
 1.75 
60.47
Vanguard
 0.80 
112.23
Communication
 0.08 
59.31
Energy
 2.02 
91.55
VANGUARD
 1.42 
317.57
IShares
 2.80 
71.23
IShares
 1.46 
161.67
Industrial
Market Volatility
(90 Days Market Risk)
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Very Low
Market Performance
(90 Days Performance)
Weak
Weak
Weak
Weak
Weak
Robust
Weak
Weak
Mild
Contained
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Fair
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Buy or Sell Analysis
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Hold
Strong Buy
Strong Hold
Strong Hold
Sell
Strong Buy
Net Asset
10.15 B
4.81 B
10.4 B
6.37 B
8.19 B
42.79 B
26.65 B
7.16 B
12.53 B
11.16 B
Minimum Initial Investment
5 M
5 M
N/A
N/A
N/A
N/A
3 K
N/A
N/A
N/A
Price To Book
2.59
2.67
5.1
N/A
N/A
1.85
3.13
2.74
1.06
3.89
Five Year Return
11.9
11.48
13.2
11.37
9.8
22.1
10.67
14.1
12.0
13.0
One Year Return
20.44
17.83
25.0
19.42
19.9
32.6
28.28
20.8
26.3
26.9
Last Dividend Paid
N/A
N/A
0.17
N/A
0.11
0.28
N/A
0.54
0.93
0.31
Price To Earning
18.96
18.69
2.45
N/A
N/A
4.94
18.43
2.56
13.34
3.43
Beta
N/A
N/A
1.12
N/A
0.95
0.51
N/A
1.02
0.92
1.24
Price To Sales
1.72
2.04
2.04
N/A
N/A
1.54
1.88
2.21
0.81
1.64
Cash Position Weight
0.02
0.09
N/A
0.09
N/A
N/A
0.01
N/A
N/A
N/A
Equity Positions Weight
99.97
99.91
99.88
99.92
99.86
99.87
99.99
99.75
98.97
99.81
Three Year Return
20.43
21.24
25.1
21.64
28.7
18.9
20.94
23.8
22.5
21.7
Annual Yield
0.0095
0.0092
N/A
0.0087
N/A
N/A
0.0041
N/A
N/A
N/A
Year To Date Return
0.0229
1.25
N/A
0.23
N/A
N/A
0.19
N/A
N/A
N/A
Ten Year Return
13.23
13.83
16.3
13.8
N/A
10.6
13.64
15.5
9.1
13.6
Day Typical Price
166.83
43.53
156.85
60.47
112.29
59.64
91.55
318.36
71.69
161.98
Accumulation Distribution
N/A
N/A
32804.27
N/A
123946.0
1.2 M
N/A
40773.64
227935.0
0.0057
Market Facilitation Index
N/A
N/A
0.0
N/A
N/A
N/A
N/A
0.0
N/A
0.93
Daily Balance Of Power
N/A
N/A
-0.84
N/A
-0.65
-0.05
N/A
-0.85
-0.93
-2.57
Period Momentum Indicator
-2.65
-0.79
-3.16
-1.08
-0.91
-0.05
-1.89
-4.59
-2.05
-2.39
Rate Of Daily Change
0.98
0.98
0.98
0.98
0.99
1.0
0.98
0.99
0.97
0.99
Day Median Price
166.83
43.53
157.12
60.47
112.32
59.8
91.55
318.76
71.92
162.14
Price Action Indicator
-1.32
-0.39
-2.39
-0.54
-0.54
-0.51
-0.95
-3.48
-1.71
-1.66
Relative Strength Index
36.22
34.0
37.65
33.98
38.28
73.84
39.43
33.82
38.43
41.17
Coefficient Of Variation
-1,910
-983.71
-1,596
-977.76
-2,121
319.03
11054.8
-959.29
1494.37
1293.96
Mean Deviation
0.5791
0.632
0.7758
0.632
0.5919
1.06
0.8163
0.5765
0.701
0.8037
Jensen Alpha
0.0202
-0.02
5.0E-4
-0.02
-0.01
0.4307
0.0886
-0.02
0.0384
0.1566
Total Risk Alpha
0.0312
-0.01
0.0331
-0.01
0.037
0.5602
0.1131
-0.01
0.155
0.1796
Sortino Ratio
N/A
N/A
N/A
N/A
N/A
0.4027
0.0752
N/A
0.1259
0.1332
Downside Variance
N/A
N/A
N/A
N/A
N/A
1.54
1.26
N/A
1.21
1.35
Standard Deviation
0.7544
0.8169
0.9729
0.8164
0.785
1.36
1.06
0.758
0.9489
1.03
Kurtosis
0.4505
0.0463
-0.17
0.0461
1.22
-0.09
0.255
0.5475
1.58
0.414
Potential Upside
0.9135
1.06
1.33
1.04
1.14
2.61
1.68
0.9576
1.2
1.36
Treynor Ratio
-0.06
-0.11
-0.08
-0.11
-0.1
2.26
-0.0004
-0.12
-0.30
0.0679
Maximum Drawdown
3.71
3.73
4.24
3.74
4.4
5.38
5.35
3.53
5.28
5.36
Variance
0.5692
0.6673
0.9465
0.6665
0.6162
1.84
1.13
0.5745
0.9005
1.06
Market Risk Adjusted Performance
-0.05
-0.10
-0.07
-0.10
-0.09
2.27
0.0096
-0.11
-0.29
0.0779
Risk Adjusted Performance
-0.04
-0.08
-0.05
-0.08
-0.04
0.2533
0.0097
-0.08
0.0548
0.0637
Skewness
-0.24
-0.35
-0.15
-0.35
0.2834
-0.08
0.1455
-0.43
-0.82
-0.36
Semi Deviation
N/A
N/A
N/A
N/A
N/A
0.8091
1.08
N/A
0.9942
1.1
Information Ratio
0.0471
-0.01
0.0145
-0.01
0.0484
0.3688
0.0797
-0.01
0.146
0.1502
Value At Risk
-1.35
-1.48
-1.73
-1.48
-1.48
-1.82
-1.58
-1.48
-1.85
-1.93
Expected Short fall
N/A
N/A
N/A
N/A
N/A
-1.27
-0.78
N/A
-0.69
-0.78
Downside Deviation
N/A
N/A
N/A
N/A
N/A
1.24
1.12
N/A
1.1
1.16
Semi Variance
N/A
N/A
N/A
N/A
N/A
0.6546
1.17
N/A
0.9885
1.21

VANGUARD TAX-MANAGED Competition Peer Performance Charts

How to Analyze VANGUARD TAX-MANAGED Against Peers

VANGUARD TAX-MANAGED's peer analysis compares VANGUARD TAX-MANAGED with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:
  • Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
  • Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
  • Check valuation dispersion: Review whether VANGUARD TAX-MANAGED trades at a premium or discount versus peers and why.
  • Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
  • Document the thesis: Record where VANGUARD TAX-MANAGED leads or lags and what catalysts could close or widen the gap.
Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Return on invested capital comparison for VANGUARD TAX-MANAGED versus peers reveals which companies in the group are genuinely creating value. Liquidity and float comparison across VANGUARD TAX-MANAGED's peers frames which names in the competitive set are more or less accessible for large positions. Breadth of comparison tends to produce sharper relative assessments than narrow single-company analysis of VANGUARD TAX-MANAGED. Relative analysis can highlight whether current pricing already reflects peer-group strengths or weaknesses.

Inputs for Vanguard Tax Managed Capital come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag.

This content is curated and reviewed by:

Michael Smolkin - Member of Macroaxis Board of Directors
Last reviewed on March 14th, 2026
Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions
 
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