EWMCX
Price
$33.99
Change
+$0.50 (+1.49%)
Updated
Apr 24 closing price
Net Assets
430.06M
VSTSX
Price
$257.84
Change
+$5.26 (+2.08%)
Updated
Apr 24 closing price
Net Assets
1.7T
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EWMCX vs VSTSX

Header iconEWMCX vs VSTSX Comparison
Open Charts EWMCX vs VSTSXBanner chart's image
Evercore Equity
Price$33.99
Change+$0.50 (+1.49%)
VolumeN/A
Net Assets430.06M
Vanguard Total Stock Mkt Idx Instl Sel
Price$257.84
Change+$5.26 (+2.08%)
VolumeN/A
Net Assets1.7T
EWMCX vs VSTSX Comparison Chart
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EWMCX vs. VSTSX commentary
Apr 25, 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 VSTSX is a Buy.

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FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. EWMCX (430M). VSTSX pays higher dividends than EWMCX: VSTSX (1.37) vs EWMCX (0.43). EWMCX was incepted earlier than VSTSX: EWMCX (79 years) vs VSTSX (9 years). EWMCX (0.93) is less costly to investors than VSTSX (0.01). EWMCX is a more actively managed with annual turnover of: 9.66 vs. VSTSX (2.00). EWMCX has a lower initial minimum investment than VSTSX: EWMCX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 5.29 vs. EWMCX (-3.82). VSTSX return over 5 years is better than : 86.89 vs. EWMCX (73.84).
EWMCXVSTSXEWMCX / VSTSX
Total Expense Ratio0.930.019,300%
Annual Report Gross Expense Ratio0.930.019,300%
Fund Existence79 years9 years-
Gain YTD-9.706-9.017108%
Front LoadN/AN/A-
Min. Initial Investment100050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets430M1.7T0%
Annual Yield % from dividends0.431.3731%
Returns for 1 year-3.825.29-72%
Returns for 3 years15.4322.6568%
Returns for 5 years73.8486.8985%
Returns for 10 years129.31N/A-
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