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EVTMX vs VIVIX
EVTMX vs VIVIX Comparison
Open Charts EVTMX vs VIVIX
Eaton Vance Dividend Builder A
Price$15.65
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets849.71M
Vanguard Value Index I
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
EVTMX vs VIVIX Comparison Chart
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EVTMX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. EVTMX (850M). VIVIX pays higher dividends than EVTMX: VIVIX (2.35) vs EVTMX (1.49). EVTMX was incepted earlier than VIVIX: EVTMX (43 years) vs VIVIX (27 years). EVTMX (1.01) is less costly to investors than VIVIX (0.04). EVTMX is a more actively managed with annual turnover of: 50.00 vs. VIVIX (9.00). EVTMX has a lower initial minimum investment than VIVIX: EVTMX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 5.12 vs. EVTMX (2.44). VIVIX return over 5 years is better than : 72.19 vs. EVTMX (18.46).
| EVTMX | VIVIX | EVTMX / VIVIX | |
| Total Expense Ratio | 1.01 | 0.04 | 2,525% |
| Annual Report Gross Expense Ratio | 1.01 | 0.04 | 2,525% |
| Fund Existence | 43 years | 27 years | - |
| Gain YTD | -0.888 | -0.942 | 94% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 850M | 184B | 0% |
| Annual Yield % from dividends | 1.49 | 2.35 | 63% |
| Returns for 1 year | 2.44 | 5.12 | 48% |
| Returns for 3 years | -8.15 | 20.66 | -39% |
| Returns for 5 years | 18.46 | 72.19 | 26% |
| Returns for 10 years | 14.93 | 96.21 | 16% |
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