EIERX
Price
$21.82
Change
+$0.18 (+0.83%)
Updated
Jan 30 closing price
Net Assets
98.49M
VTSMX
Price
$146.10
Change
+$0.89 (+0.61%)
Updated
Jan 30 closing price
Net Assets
1.78T
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EIERX vs VTSMX

Header iconEIERX vs VTSMX Comparison
Open Charts EIERX vs VTSMXBanner chart's image
Eaton Vance Stock I
Price$21.82
Change+$0.18 (+0.83%)
VolumeN/A
Net Assets98.49M
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
EIERX vs VTSMX Comparison Chart
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VS
EIERX vs. VTSMX commentary
Jan 31, 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 StrongBuy and VTSMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. EIERX (98.5M). VTSMX pays higher dividends than EIERX: VTSMX (1.26) vs EIERX (0.37). EIERX was incepted earlier than VTSMX: EIERX (16 years) vs VTSMX (33 years). EIERX is a more actively managed with annual turnover of: 44.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than EIERX: VTSMX (3000) vs EIERX (1000000). VTSMX annual gain was more profitable for investors over the last year : 24.48 vs. EIERX (12.83). VTSMX return over 5 years is better than : 83.05 vs. EIERX (13.88).
EIERXVTSMXEIERX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years33 years-
Gain YTD2.3652.98679%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets98.5M1.78T0%
Annual Yield % from dividends0.371.2630%
Returns for 1 year12.8324.4852%
Returns for 3 years-3.2931.83-10%
Returns for 5 years13.8883.0517%
Returns for 10 years43.65196.6122%
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