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EAERX vs VTSMX
EAERX vs VTSMX Comparison
Open Charts EAERX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
EAERX vs VTSMX Comparison Chart
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EAERX vs. VTSMX commentary
Apr 12, 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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. EAERX (92.6M). VTSMX pays higher dividends than EAERX: VTSMX (1.25) vs EAERX (0.00). EAERX was incepted earlier than VTSMX: EAERX (23 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 : 4.72 vs. EAERX (-6.00). VTSMX return over 5 years is better than : 92.15 vs. EAERX (17.65).
| EAERX | VTSMX | EAERX / VTSMX | |
| Total Expense Ratio | 0.98 | 0.14 | 700% |
| Annual Report Gross Expense Ratio | 1.11 | 0.14 | 793% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -7.743 | -7.881 | 98% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.6M | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -6.00 | 4.72 | -127% |
| Returns for 3 years | -13.40 | 20.95 | -64% |
| Returns for 5 years | 17.65 | 92.15 | 19% |
| Returns for 10 years | 20.60 | 154.63 | 13% |
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