EAERX
Price
$21.47
Change
-$0.03 (-0.14%)
Updated
Jun 5 closing price
Net Assets
97.72M
VTSMX
Price
$142.11
Change
-$0.65 (-0.46%)
Updated
Jun 5 closing price
Net Assets
1.82T
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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$21.47
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets97.72M
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
EAERX vs VTSMX Comparison Chart
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EAERX vs. VTSMX commentary
Jun 06, 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: 1.82T vs. EAERX (97.7M). VTSMX pays higher dividends than EAERX: VTSMX (1.18) 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 : 11.39 vs. EAERX (-1.29). VTSMX return over 5 years is better than : 81.77 vs. EAERX (13.50).
EAERXVTSMXEAERX / VTSMX
Total Expense Ratio0.980.14700%
Annual Report Gross Expense Ratio1.080.14771%
Fund Existence24 years33 years-
Gain YTD2.1381.278167%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets97.7M1.82T0%
Annual Yield % from dividends0.001.18-
Returns for 1 year-1.2911.39-11%
Returns for 3 years2.9342.447%
Returns for 5 years13.5081.7717%
Returns for 10 years37.40181.2221%
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