EWMCX
Price
$33.80
Change
+$0.56 (+1.68%)
Updated
Apr 11 closing price
Net Assets
428.3M
VSMPX
Price
$239.19
Change
+$4.17 (+1.77%)
Updated
Apr 11 closing price
Net Assets
1.7T
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EWMCX vs VSMPX

Header iconEWMCX vs VSMPX Comparison
Open Charts EWMCX vs VSMPXBanner chart's image
Evercore Equity
Price$33.80
Change+$0.56 (+1.68%)
VolumeN/A
Net Assets428.3M
Vanguard Total Stock Mkt Idx Instl Pls
Price$239.19
Change+$4.17 (+1.77%)
VolumeN/A
Net Assets1.7T
EWMCX vs VSMPX Comparison Chart
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VS
EWMCX vs. VSMPX commentary
Apr 12, 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 EWMCX is a Buy and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. EWMCX (428M). VSMPX pays higher dividends than EWMCX: VSMPX (1.37) vs EWMCX (0.43). EWMCX was incepted earlier than VSMPX: EWMCX (79 years) vs VSMPX (10 years). EWMCX (0.93) is less costly to investors than VSMPX (0.02). EWMCX is a more actively managed with annual turnover of: 9.66 vs. VSMPX (2.00). EWMCX has a lower initial minimum investment than VSMPX: EWMCX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 0.32 vs. EWMCX (-6.10). VSMPX return over 5 years is better than : 85.42 vs. EWMCX (76.63).
EWMCXVSMPXEWMCX / VSMPX
Total Expense Ratio0.930.024,650%
Annual Report Gross Expense Ratio0.930.024,650%
Fund Existence79 years10 years-
Gain YTD-10.380-11.14493%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets428M1.7T0%
Annual Yield % from dividends0.431.3731%
Returns for 1 year-6.100.32-1,924%
Returns for 3 years13.1717.0677%
Returns for 5 years76.6385.4290%
Returns for 10 years128.98N/A-
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