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EVSRX vs VSMPX
EVSRX vs VSMPX Comparison
Open Charts EVSRX vs VSMPX
Allspring Disciplined US Core R6
Price$24.94
Change-$0.12 (-0.48%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$273.67
Change-$1.35 (-0.49%)
VolumeN/A
CapitalizationN/A
EVSRX vs VSMPX Comparison Chart
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EVSRX vs. VSMPX commentary
Dec 18, 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 VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. EVSRX (1.2B). VSMPX pays higher dividends than EVSRX: VSMPX (1.36) vs EVSRX (0.96). EVSRX was incepted earlier than VSMPX: EVSRX (9 years) vs VSMPX (10 years). EVSRX is a more actively managed with annual turnover of: 43.00 vs. VSMPX (2.00). EVSRX has a lower initial minimum investment than VSMPX: EVSRX (0) vs VSMPX (100000000). EVSRX (26.99) and VSMPX (26.92) have marching annual gain over last year. VSMPX return over 5 years is better than : 84.20 vs. EVSRX (38.94).
| EVSRX | VSMPX | EVSRX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 26.406 | 26.405 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 1.84T | 0% |
| Annual Yield % from dividends | 0.96 | 1.36 | 70% |
| Returns for 1 year | 26.99 | 26.92 | 100% |
| Returns for 3 years | 9.91 | 27.92 | 36% |
| Returns for 5 years | 38.94 | 84.20 | 46% |
| Returns for 10 years | N/A | N/A | - |