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EVSAX vs VTSMX
EVSAX vs VTSMX Comparison
Open Charts EVSAX vs VTSMX
Allspring Disciplined US Core A
Price$23.37
Change-$0.04 (-0.17%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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EVSAX vs VTSMX Comparison Chart
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EVSAX 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 EVSAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. EVSAX (1.14B). VTSMX pays higher dividends than EVSAX: VTSMX (1.26) vs EVSAX (0.63). EVSAX was incepted earlier than VTSMX: EVSAX (35 years) vs VTSMX (32 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 : 31.53 vs. EVSAX (24.35). VTSMX return over 5 years is better than : 85.64 vs. EVSAX (39.32).
| EVSAX | VTSMX | EVSAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 32 years | - |
| Gain YTD | 23.146 | 18.617 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 1.72T | 0% |
| Annual Yield % from dividends | 0.63 | 1.26 | 50% |
| Returns for 1 year | 24.35 | 31.53 | 77% |
| Returns for 3 years | 5.14 | 25.35 | 20% |
| Returns for 5 years | 39.32 | 85.64 | 46% |
| Returns for 10 years | 49.37 | 187.59 | 26% |