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EGOIX vs VTSMX
EGOIX vs VTSMX Comparison
Open Charts EGOIX vs VTSMX
Allspring Large Cap Core Inst
Price$15.99
Change+$0.28 (+1.78%)
VolumeN/A
Net Assets480.59M
Vanguard Total Stock Mkt Idx I
Price$127.47
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
EGOIX vs VTSMX Comparison Chart
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EGOIX 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 EGOIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. EGOIX (481M). VTSMX pays higher dividends than EGOIX: VTSMX (1.25) vs EGOIX (0.42). EGOIX was incepted earlier than VTSMX: EGOIX (17 years) vs VTSMX (33 years). EGOIX (0.89) is less costly to investors than VTSMX (0.14). EGOIX is a more actively managed with annual turnover of: 31.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than EGOIX: VTSMX (3000) vs EGOIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 0.30 vs. EGOIX (-10.24). VTSMX return over 5 years is better than : 85.34 vs. EGOIX (15.50).
| EGOIX | VTSMX | EGOIX / VTSMX | |
| Total Expense Ratio | 0.67 | 0.14 | 479% |
| Annual Report Gross Expense Ratio | 0.89 | 0.14 | 636% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -11.890 | -11.144 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 481M | 1.7T | 0% |
| Annual Yield % from dividends | 0.42 | 1.25 | 33% |
| Returns for 1 year | -10.24 | 0.30 | -3,376% |
| Returns for 3 years | -5.28 | 17.00 | -31% |
| Returns for 5 years | 15.50 | 85.34 | 18% |
| Returns for 10 years | 6.39 | 145.28 | 4% |
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