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EVTMX vs VTSAX
EVTMX vs VTSAX Comparison
Open Charts EVTMX vs VTSAX
Eaton Vance Dividend Builder A
Price$15.65
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets849.71M
Vanguard Total Stock Mkt Idx Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
EVTMX vs VTSAX Comparison Chart
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EVTMX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. EVTMX (850M). EVTMX pays higher dividends than VTSAX: EVTMX (1.49) vs VTSAX (1.36). EVTMX was incepted earlier than VTSAX: EVTMX (43 years) vs VTSAX (25 years). EVTMX (1.01) is less costly to investors than VTSAX (0.04). EVTMX is a more actively managed with annual turnover of: 50.00 vs. VTSAX (2.00). EVTMX has a lower initial minimum investment than VTSAX: EVTMX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 7.85 vs. EVTMX (2.11). VTSAX return over 5 years is better than : 87.93 vs. EVTMX (17.93).
| EVTMX | VTSAX | EVTMX / VTSAX | |
| Total Expense Ratio | 1.01 | 0.04 | 2,525% |
| Annual Report Gross Expense Ratio | 1.01 | 0.04 | 2,525% |
| Fund Existence | 43 years | 25 years | - |
| Gain YTD | -1.331 | -4.657 | 29% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 850M | 1.72T | 0% |
| Annual Yield % from dividends | 1.49 | 1.36 | 109% |
| Returns for 1 year | 2.11 | 7.85 | 27% |
| Returns for 3 years | -10.48 | 39.39 | -27% |
| Returns for 5 years | 17.93 | 87.93 | 20% |
| Returns for 10 years | 13.76 | 163.37 | 8% |