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EVSRX vs VFIAX
EVSRX vs VFIAX Comparison
Open Charts EVSRX vs VFIAX
Allspring Disciplined US Core R6
Price$22.98
Change-$0.43 (-1.84%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$500.19
Change-$8.72 (-1.71%)
VolumeN/A
CapitalizationN/A
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EVSRX vs VFIAX Comparison Chart
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EVSRX vs. VFIAX commentary
Sep 08, 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 EVSRX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. EVSRX (1.07B). VFIAX pays higher dividends than EVSRX: VFIAX (1.32) vs EVSRX (0.96). EVSRX was incepted earlier than VFIAX: EVSRX (9 years) vs VFIAX (24 years). EVSRX is a more actively managed with annual turnover of: 43.00 vs. VFIAX (2.00). EVSRX has a lower initial minimum investment than VFIAX: EVSRX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 23.25 vs. EVSRX (17.41). VFIAX return over 5 years is better than : 84.65 vs. EVSRX (39.24).
| EVSRX | VFIAX | EVSRX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 19.057 | 15.697 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 1.24T | 0% |
| Annual Yield % from dividends | 0.96 | 1.32 | 72% |
| Returns for 1 year | 17.41 | 23.25 | 75% |
| Returns for 3 years | -2.43 | 21.35 | -11% |
| Returns for 5 years | 39.24 | 84.65 | 46% |
| Returns for 10 years | N/A | 177.70 | - |
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