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EVSRX vs VFIAX
EVSRX vs VFIAX Comparison
Open Charts EVSRX vs VFIAX
Allspring Disciplined US Core R6
Price$26.50
Change+$0.11 (+0.42%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$563.32
Change+$1.46 (+0.26%)
VolumeN/A
CapitalizationN/A
EVSRX vs VFIAX Comparison Chart
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EVSRX vs. VFIAX commentary
Dec 10, 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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. EVSRX (1.21B). 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 : 32.81 vs. EVSRX (29.07). VFIAX return over 5 years is better than : 93.50 vs. EVSRX (47.17).
| 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 | 34.313 | 28.081 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 1.37T | 0% |
| Annual Yield % from dividends | 0.96 | 1.32 | 72% |
| Returns for 1 year | 29.07 | 32.81 | 89% |
| Returns for 3 years | 7.25 | 29.99 | 24% |
| Returns for 5 years | 47.17 | 93.50 | 50% |
| Returns for 10 years | N/A | 197.23 | - |
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