Ad is loading...
EIERX vs VTSMX
EIERX vs VTSMX Comparison
Open Charts EIERX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
EIERX vs VTSMX Comparison Chart
Loading...
EIERX vs. VTSMX commentary
Sep 21, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. EIERX (101M). VTSMX pays higher dividends than EIERX: VTSMX (1.26) vs EIERX (0.37). EIERX was incepted earlier than VTSMX: EIERX (16 years) vs VTSMX (32 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 : 31.53 vs. EIERX (20.35). VTSMX return over 5 years is better than : 85.64 vs. EIERX (29.34).
| EIERX | VTSMX | EIERX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 27.160 | 18.617 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 1.72T | 0% |
| Annual Yield % from dividends | 0.37 | 1.26 | 30% |
| Returns for 1 year | 20.35 | 31.53 | 65% |
| Returns for 3 years | -6.03 | 25.35 | -24% |
| Returns for 5 years | 29.34 | 85.64 | 34% |
| Returns for 10 years | 44.43 | 187.59 | 24% |