EAERX
Price
$20.83
Change
-$0.43 (-2.02%)
Updated
Mar 3 closing price
Net Assets
102.46M
VTSMX
Price
$139.94
Change
-$2.63 (-1.84%)
Updated
Mar 3 closing price
Net Assets
1.84T
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EAERX vs VTSMX

Header iconEAERX vs VTSMX Comparison
Open Charts EAERX vs VTSMXBanner chart's image
Eaton Vance Stock A
Price$20.83
Change-$0.43 (-2.02%)
VolumeN/A
Net Assets102.46M
Vanguard Total Stock Mkt Idx I
Price$139.94
Change-$2.63 (-1.84%)
VolumeN/A
Net Assets1.84T
EAERX vs VTSMX Comparison Chart
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VS
EAERX vs. VTSMX commentary
Mar 04, 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 EAERX is a Buy and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. EAERX (102M). VTSMX pays higher dividends than EAERX: VTSMX (1.26) vs EAERX (0.18). EAERX was incepted earlier than VTSMX: EAERX (23 years) vs VTSMX (33 years). EAERX is a more actively managed with annual turnover of: 44.00 vs. VTSMX (2.00). EAERX has a lower initial minimum investment than VTSMX: EAERX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 15.03 vs. EAERX (3.25). VTSMX return over 5 years is better than : 85.29 vs. EAERX (14.51).
EAERXVTSMXEAERX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years33 years-
Gain YTD0.9981.11390%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets102M1.84T0%
Annual Yield % from dividends0.181.2614%
Returns for 1 year3.2515.0322%
Returns for 3 years-2.9934.77-9%
Returns for 5 years14.5185.2917%
Returns for 10 years35.22182.7519%
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