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EVTMX vs VFINX
EVTMX vs VFINX Comparison
Open Charts EVTMX vs VFINX
Eaton Vance Dividend Builder A
Price$16.37
Change-$0.09 (-0.55%)
VolumeN/A
Net Assets880.27M
Vanguard 500 Index Investor
Price$563.77
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.43T
EVTMX vs VFINX Comparison Chart in %
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EVTMX vs. VFINX commentary
Jun 26, 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: 1.43T vs. EVTMX (880M). EVTMX pays higher dividends than VFINX: EVTMX (1.44) vs VFINX (1.18). 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 : 11.85 vs. EVTMX (5.14). VFINX return over 5 years is better than : 97.38 vs. EVTMX (20.23).
| 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 | 4.628 | 3.869 | 120% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 880M | 1.43T | 0% |
| Annual Yield % from dividends | 1.44 | 1.18 | 122% |
| Returns for 1 year | 5.14 | 11.85 | 43% |
| Returns for 3 years | -0.96 | 55.74 | -2% |
| Returns for 5 years | 20.23 | 97.38 | 21% |
| Returns for 10 years | 23.61 | 191.21 | 12% |