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EVTMX vs VIVAX
EVTMX vs VIVAX Comparison
Open Charts EVTMX vs VIVAX
Eaton Vance Dividend Builder A
Price$15.65
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets849.71M
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
EVTMX vs VIVAX Comparison Chart
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EVTMX vs. VIVAX 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. EVTMX (850M). VIVAX pays higher dividends than EVTMX: VIVAX (2.22) vs EVTMX (1.49). EVTMX was incepted earlier than VIVAX: EVTMX (43 years) vs VIVAX (33 years). EVTMX (1.01) is less costly to investors than VIVAX (0.17). EVTMX is a more actively managed with annual turnover of: 50.00 vs. VIVAX (9.00). EVTMX has a lower initial minimum investment than VIVAX: EVTMX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 5.12 vs. EVTMX (2.44). VIVAX return over 5 years is better than : 72.17 vs. EVTMX (18.46).
| EVTMX | VIVAX | EVTMX / VIVAX | |
| Total Expense Ratio | 1.01 | 0.17 | 594% |
| Annual Report Gross Expense Ratio | 1.01 | 0.17 | 594% |
| Fund Existence | 43 years | 33 years | - |
| Gain YTD | -0.888 | -0.958 | 93% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 850M | 184B | 0% |
| Annual Yield % from dividends | 1.49 | 2.22 | 67% |
| Returns for 1 year | 2.44 | 5.12 | 48% |
| Returns for 3 years | -8.15 | 20.66 | -39% |
| Returns for 5 years | 18.46 | 72.17 | 26% |
| Returns for 10 years | 14.93 | 96.24 | 16% |
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