Ad is loading...
EGORX vs VTSMX
EGORX vs VTSMX Comparison
Open Charts EGORX vs VTSMX
Allspring Large Cap Core R6
Price$17.23
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets525.25M
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
EGORX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EGORX vs. VTSMX commentary
May 11, 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 EGORX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. EGORX (525M). VTSMX pays higher dividends than EGORX: VTSMX (1.26) vs EGORX (0.51). EGORX was incepted earlier than VTSMX: EGORX (10 years) vs VTSMX (33 years). EGORX (0.79) is less costly to investors than VTSMX (0.14). EGORX is a more actively managed with annual turnover of: 31.00 vs. VTSMX (2.00). EGORX has a lower initial minimum investment than VTSMX: EGORX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.95 vs. EGORX (-1.79). VTSMX return over 5 years is better than : 89.18 vs. EGORX (19.56).
| EGORX | VTSMX | EGORX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.79 | 0.14 | 564% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | -3.093 | -4.022 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 525M | 1.72T | 0% |
| Annual Yield % from dividends | 0.51 | 1.26 | 40% |
| Returns for 1 year | -1.79 | 7.95 | -22% |
| Returns for 3 years | 12.66 | 40.07 | 32% |
| Returns for 5 years | 19.56 | 89.18 | 22% |
| Returns for 10 years | N/A | 165.24 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VTRIX | 40.76 | 0.25 | +0.62% |
| Vanguard International Value Inv | |||
| REMYX | 17.04 | 0.03 | +0.18% |
| Russell Inv Emerging Markets Y | |||
| UNWPX | 1.89 | N/A | N/A |
| US Global Investors World Prec Mnral | |||
| AUENX | 20.96 | -0.04 | -0.19% |
| AQR Large Cap Defensive Style N | |||
| WEGRX | 11.50 | -0.07 | -0.61% |
| Allspring Emerging Growth R6 | |||