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EVSAX vs VTSMX
EVSAX vs VTSMX Comparison
Open Charts EVSAX vs VTSMX
Allspring Disciplined US Core A
Price$23.69
Change+$0.23 (+0.98%)
VolumeN/A
Net Assets1.18B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
EVSAX vs VTSMX Comparison Chart
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EVSAX vs. VTSMX commentary
Jan 18, 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 EVSAX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. EVSAX (1.18B). 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 (25.24) and EVSAX (24.53) have marching annual gain over last year. VTSMX return over 5 years is better than : 76.07 vs. EVSAX (30.42).
| 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 | 2.643 | 2.241 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 1.78T | 0% |
| Annual Yield % from dividends | 0.63 | 1.26 | 50% |
| Returns for 1 year | 24.53 | 25.24 | 97% |
| Returns for 3 years | 7.85 | 28.94 | 27% |
| Returns for 5 years | 30.42 | 76.07 | 40% |
| Returns for 10 years | 72.71 | 194.99 | 37% |
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