Ad is loading...
EVSAX vs VTSMX
EVSAX vs VTSMX Comparison
Open Charts EVSAX vs VTSMX
Allspring Disciplined US Core A
Price$23.87
Change-$0.12 (-0.50%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
EVSAX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EVSAX vs. VTSMX commentary
Dec 19, 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 EVSAX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. EVSAX (1.2B). VTSMX pays higher dividends than EVSAX: VTSMX (1.26) vs EVSAX (0.63). EVSAX was incepted earlier than VTSMX: EVSAX (35 years) vs VTSMX (33 years). EVSAX is a more actively managed with annual turnover of: 43.00 vs. VTSMX (2.00). EVSAX has a lower initial minimum investment than VTSMX: EVSAX (1000) vs VTSMX (3000). VTSMX (26.90) and EVSAX (26.10) have marching annual gain over last year. VTSMX return over 5 years is better than : 84.16 vs. EVSAX (35.19).
| EVSAX | VTSMX | EVSAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 33 years | - |
| Gain YTD | 25.565 | 26.352 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 1.84T | 0% |
| Annual Yield % from dividends | 0.63 | 1.26 | 50% |
| Returns for 1 year | 26.10 | 26.90 | 97% |
| Returns for 3 years | 7.92 | 27.88 | 28% |
| Returns for 5 years | 35.19 | 84.16 | 42% |
| Returns for 10 years | 69.70 | 192.04 | 36% |