EAERX
Price
$22.46
Change
+$0.07 (+0.31%)
Updated
Jul 16 closing price
Net Assets
102.69M
VTSMX
Price
$149.57
Change
+$0.58 (+0.39%)
Updated
Jul 16 closing price
Net Assets
1.91T
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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$22.46
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets102.69M
Vanguard Total Stock Mkt Idx I
Price$149.57
Change+$0.58 (+0.39%)
VolumeN/A
Net Assets1.91T
EAERX vs VTSMX Comparison Chart in %
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EAERX vs. VTSMX commentary
Jul 17, 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 Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. EAERX (103M). VTSMX pays higher dividends than EAERX: VTSMX (1.12) vs EAERX (0.00). EAERX was incepted earlier than VTSMX: EAERX (24 years) vs VTSMX (33 years). EAERX (1.08) is less costly to investors than VTSMX (0.14). 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 : 9.80 vs. EAERX (-2.65). VTSMX return over 5 years is better than : 88.36 vs. EAERX (15.29).
EAERXVTSMXEAERX / VTSMX
Total Expense Ratio0.980.14700%
Annual Report Gross Expense Ratio1.080.14771%
Fund Existence24 years33 years-
Gain YTD6.3665.711111%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets103M1.91T0%
Annual Yield % from dividends0.001.12-
Returns for 1 year-2.659.80-27%
Returns for 3 years12.6259.4021%
Returns for 5 years15.2988.3617%
Returns for 10 years39.02188.7621%
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