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EVSIX vs VSMPX
EVSIX vs VSMPX Comparison
Open Charts EVSIX vs VSMPX
Allspring Disciplined US Core Inst
Price$23.81
Change-$0.37 (-1.53%)
VolumeN/A
Net Assets1.22B
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.91
Change-$0.03 (-0.01%)
VolumeN/A
Net Assets1.72T
EVSIX vs VSMPX Comparison Chart
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EVSIX vs. VSMPX commentary
May 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 EVSIX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. EVSIX (1.22B). VSMPX pays higher dividends than EVSIX: VSMPX (1.37) vs EVSIX (0.85). EVSIX was incepted earlier than VSMPX: EVSIX (15 years) vs VSMPX (10 years). EVSIX (0.51) is less costly to investors than VSMPX (0.02). EVSIX is a more actively managed with annual turnover of: 37.00 vs. VSMPX (2.00). EVSIX has a lower initial minimum investment than VSMPX: EVSIX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.10 vs. EVSIX (9.37). VSMPX return over 5 years is better than : 96.40 vs. EVSIX (48.04).
| EVSIX | VSMPX | EVSIX / VSMPX | |
| Total Expense Ratio | 0.48 | 0.02 | 2,400% |
| Annual Report Gross Expense Ratio | 0.51 | 0.02 | 2,550% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 2.111 | 0.781 | 271% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 1.72T | 0% |
| Annual Yield % from dividends | 0.85 | 1.37 | 62% |
| Returns for 1 year | 9.37 | 11.10 | 84% |
| Returns for 3 years | 25.75 | 49.92 | 52% |
| Returns for 5 years | 48.04 | 96.40 | 50% |
| Returns for 10 years | 68.75 | 166.44 | 41% |
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