EIERX
Price
$23.32
Change
+$0.22 (+0.95%)
Updated
Sep 4 closing price
Net Assets
104.38M
VSMPX
Price
$292.42
Change
+$2.56 (+0.88%)
Updated
Sep 4 closing price
Net Assets
1.95T
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EIERX vs VSMPX

Header iconEIERX vs VSMPX Comparison
Open Charts EIERX vs VSMPXBanner chart's image
Eaton Vance Stock I
Price$23.32
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets104.38M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
EIERX vs VSMPX Comparison Chart in %
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VS
EIERX vs. VSMPX commentary
Sep 08, 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 EIERX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. EIERX (104M). VSMPX pays higher dividends than EIERX: VSMPX (1.17) vs EIERX (0.00). EIERX was incepted earlier than VSMPX: EIERX (17 years) vs VSMPX (10 years). EIERX (0.83) is less costly to investors than VSMPX (0.02). EIERX is a more actively managed with annual turnover of: 44.00 vs. VSMPX (2.00). EIERX has a lower initial minimum investment than VSMPX: EIERX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.05 vs. EIERX (2.78). VSMPX return over 5 years is better than : 85.03 vs. EIERX (15.31).
EIERXVSMPXEIERX / VSMPX
Total Expense Ratio0.730.023,650%
Annual Report Gross Expense Ratio0.830.024,150%
Fund Existence17 years10 years-
Gain YTD10.02810.35897%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets104M1.95T0%
Annual Yield % from dividends0.001.17-
Returns for 1 year2.7818.0515%
Returns for 3 years15.2963.7124%
Returns for 5 years15.3185.0318%
Returns for 10 years55.37214.5726%
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