EAERX
Price
$20.41
Change
+$0.07 (+0.34%)
Updated
May 8 closing price
Net Assets
91.47M
VTSMX
Price
$135.37
Change
+$0.98 (+0.73%)
Updated
May 8 closing price
Net Assets
1.72T
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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$20.41
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets91.47M
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
EAERX vs VTSMX Comparison Chart
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EAERX vs. VTSMX commentary
May 09, 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: 1.72T vs. EAERX (91.5M). VTSMX pays higher dividends than EAERX: VTSMX (1.26) vs EAERX (0.00). EAERX was incepted earlier than VTSMX: EAERX (24 years) vs VTSMX (33 years). EAERX (1.11) 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 : 7.85 vs. EAERX (-1.74). VTSMX return over 5 years is better than : 87.92 vs. EAERX (15.56).
EAERXVTSMXEAERX / VTSMX
Total Expense Ratio0.980.14700%
Annual Report Gross Expense Ratio1.110.14793%
Fund Existence24 years33 years-
Gain YTD-3.373-4.66072%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets91.5M1.72T0%
Annual Yield % from dividends0.001.26-
Returns for 1 year-1.747.85-22%
Returns for 3 years1.0439.373%
Returns for 5 years15.5687.9218%
Returns for 10 years26.24162.7816%
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