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EVTMX vs VFINX
EVTMX vs VFINX Comparison
Open Charts EVTMX vs VFINX
Eaton Vance Dividend Builder A
Price$16.79
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets908.37M
Vanguard 500 Index Investor
Price$581.43
Change-$0.02 (-0.00%)
VolumeN/A
Net Assets1.49T
EVTMX vs VFINX Comparison Chart in %
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EVTMX vs. VFINX commentary
Jul 20, 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 EVTMX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.49T vs. EVTMX (908M). EVTMX pays higher dividends than VFINX: EVTMX (1.32) vs VFINX (1.12). EVTMX was incepted earlier than VFINX: EVTMX (44 years) vs VFINX (49 years). EVTMX (0.99) is less costly to investors than VFINX (0.14). EVTMX is a more actively managed with annual turnover of: 50.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than EVTMX: VFINX (0) vs EVTMX (1000). VFINX annual gain was more profitable for investors over the last year : 13.64 vs. EVTMX (4.11). VFINX return over 5 years is better than : 95.45 vs. EVTMX (18.19).
| EVTMX | VFINX | EVTMX / VFINX | |
| Total Expense Ratio | 0.99 | 0.14 | 707% |
| Annual Report Gross Expense Ratio | 0.99 | 0.14 | 707% |
| Fund Existence | 44 years | 49 years | - |
| Gain YTD | 6.968 | 7.131 | 98% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 908M | 1.49T | 0% |
| Annual Yield % from dividends | 1.32 | 1.12 | 118% |
| Returns for 1 year | 4.11 | 13.64 | 30% |
| Returns for 3 years | 3.84 | 60.09 | 6% |
| Returns for 5 years | 18.19 | 95.45 | 19% |
| Returns for 10 years | 25.30 | 197.56 | 13% |
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