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EVSAX vs VTSMX
EVSAX vs VTSMX Comparison
Open Charts EVSAX vs VTSMX
Allspring Disciplined US Core A
Price$23.58
Change-$0.43 (-1.79%)
VolumeN/A
Net Assets1.26B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
EVSAX vs VTSMX Comparison Chart
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EVSAX vs. VTSMX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. EVSAX (1.26B). 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 annual gain was more profitable for investors over the last year : 17.60 vs. EVSAX (15.61). VTSMX return over 5 years is better than : 74.84 vs. EVSAX (30.02).
| 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 | 2.166 | 2.121 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 1.84T | 0% |
| Annual Yield % from dividends | 0.63 | 1.26 | 50% |
| Returns for 1 year | 15.61 | 17.60 | 89% |
| Returns for 3 years | 13.78 | 36.78 | 37% |
| Returns for 5 years | 30.02 | 74.84 | 40% |
| Returns for 10 years | 63.66 | 180.15 | 35% |