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EVSRX vs VFINX
EVSRX vs VFINX Comparison
Open Charts EVSRX vs VFINX
Allspring Disciplined US Core R6
Price$23.34
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets1.17B
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
EVSRX vs VFINX Comparison Chart
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EVSRX vs. VFINX commentary
May 11, 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 EVSRX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. EVSRX (1.17B). VFINX pays higher dividends than EVSRX: VFINX (1.25) vs EVSRX (0.94). EVSRX was incepted earlier than VFINX: EVSRX (10 years) vs VFINX (49 years). EVSRX (0.41) is less costly to investors than VFINX (0.14). EVSRX is a more actively managed with annual turnover of: 37.00 vs. VFINX (2.00). EVSRX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 8.59 vs. EVSRX (6.47). VFINX return over 5 years is better than : 93.15 vs. EVSRX (43.01).
| EVSRX | VFINX | EVSRX / VFINX | |
| Total Expense Ratio | 0.41 | 0.14 | 293% |
| Annual Report Gross Expense Ratio | 0.41 | 0.14 | 293% |
| Fund Existence | 10 years | 49 years | - |
| Gain YTD | -2.831 | -3.683 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 1.34T | 0% |
| Annual Yield % from dividends | 0.94 | 1.25 | 75% |
| Returns for 1 year | 6.47 | 8.59 | 75% |
| Returns for 3 years | 16.62 | 41.54 | 40% |
| Returns for 5 years | 43.01 | 93.15 | 46% |
| Returns for 10 years | N/A | 169.87 | - |
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