EWMCX
Price
$37.38
Change
-$0.79 (-2.07%)
Updated
Feb 21 closing price
Net Assets
483.02M
VSMPX
Price
$270.23
Change
-$5.12 (-1.86%)
Updated
Feb 21 closing price
Net Assets
1.84T
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EWMCX vs VSMPX

Header iconEWMCX vs VSMPX Comparison
Open Charts EWMCX vs VSMPXBanner chart's image
Evercore Equity
Price$37.38
Change-$0.79 (-2.07%)
VolumeN/A
Net Assets483.02M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
EWMCX vs VSMPX Comparison Chart
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VS
EWMCX vs. VSMPX commentary
Feb 23, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. EWMCX (483M). VSMPX pays higher dividends than EWMCX: VSMPX (1.36) vs EWMCX (0.48). EWMCX was incepted earlier than VSMPX: EWMCX (79 years) vs VSMPX (10 years). 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 : 17.62 vs. EWMCX (7.23). VSMPX return over 5 years is better than : 74.89 vs. EWMCX (67.15).
EWMCXVSMPXEWMCX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence79 years10 years-
Gain YTD0.7822.13537%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets483M1.84T0%
Annual Yield % from dividends0.481.3635%
Returns for 1 year7.2317.6241%
Returns for 3 years26.6736.8372%
Returns for 5 years67.1574.8990%
Returns for 10 years158.20N/A-
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