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EVSIX vs VSMPX
EVSIX vs VSMPX Comparison
Open Charts EVSIX vs VSMPX
Allspring Disciplined US Core Inst
Price$23.88
Change+$0.06 (+0.25%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$267.71
Change+$2.94 (+1.11%)
VolumeN/A
CapitalizationN/A
EVSIX vs VSMPX Comparison Chart
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EVSIX vs. VSMPX commentary
Dec 24, 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 EVSIX is a StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. EVSIX (1.16B). VSMPX pays higher dividends than EVSIX: VSMPX (1.36) vs EVSIX (0.92). EVSIX was incepted earlier than VSMPX: EVSIX (14 years) vs VSMPX (10 years). EVSIX is a more actively managed with annual turnover of: 43.00 vs. VSMPX (2.00). EVSIX has a lower initial minimum investment than VSMPX: EVSIX (1000000) vs VSMPX (100000000). VSMPX (24.28) and EVSIX (24.16) have marching annual gain over last year. VSMPX return over 5 years is better than : 79.30 vs. EVSIX (34.70).
| EVSIX | VSMPX | EVSIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 23.776 | 23.652 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 1.84T | 0% |
| Annual Yield % from dividends | 0.92 | 1.36 | 67% |
| Returns for 1 year | 24.16 | 24.28 | 99% |
| Returns for 3 years | 6.60 | 24.19 | 27% |
| Returns for 5 years | 34.70 | 79.30 | 44% |
| Returns for 10 years | 71.92 | N/A | - |