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EVTMX vs VFINX
EVTMX vs VFINX Comparison
Open Charts EVTMX vs VFINX
Eaton Vance Dividend Builder A
Price$15.65
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets849.71M
Vanguard 500 Index Investor
Price$523.06
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
EVTMX vs VFINX Comparison Chart
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EVTMX vs. VFINX commentary
May 09, 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: 1.34T vs. EVTMX (850M). EVTMX pays higher dividends than VFINX: EVTMX (1.49) vs VFINX (1.25). EVTMX was incepted earlier than VFINX: EVTMX (43 years) vs VFINX (49 years). EVTMX (1.01) 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 : 8.59 vs. EVTMX (2.44). VFINX return over 5 years is better than : 92.15 vs. EVTMX (18.46).
| EVTMX | VFINX | EVTMX / VFINX | |
| Total Expense Ratio | 1.01 | 0.14 | 721% |
| Annual Report Gross Expense Ratio | 1.01 | 0.14 | 721% |
| Fund Existence | 43 years | 49 years | - |
| Gain YTD | -0.888 | -4.186 | 21% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 850M | 1.34T | 0% |
| Annual Yield % from dividends | 1.49 | 1.25 | 119% |
| Returns for 1 year | 2.44 | 8.59 | 28% |
| Returns for 3 years | -8.15 | 41.15 | -20% |
| Returns for 5 years | 18.46 | 92.15 | 20% |
| Returns for 10 years | 14.93 | 167.70 | 9% |
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