EWMCX
Price
$40.89
Change
-$0.01 (-0.02%)
Updated
Oct 21 closing price
Net Assets
510.49M
VTSAX
Price
$161.10
Change
+$0.02 (+0.01%)
Updated
Oct 21 closing price
Net Assets
2.02T
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EWMCX vs VTSAX

Header iconEWMCX vs VTSAX Comparison
Open Charts EWMCX vs VTSAXBanner chart's image
Evercore Equity
Price$40.89
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets510.49M
Vanguard Total Stock Mkt Idx Adm
Price$161.10
Change+$0.02 (+0.01%)
VolumeN/A
Net Assets2.02T
EWMCX vs VTSAX Comparison Chart in %
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EWMCX vs. VTSAX commentary
Oct 22, 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 VTSAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. EWMCX (510M). VTSAX pays higher dividends than EWMCX: VTSAX (1.13) vs EWMCX (0.37). EWMCX was incepted earlier than VTSAX: EWMCX (80 years) vs VTSAX (25 years). EWMCX (0.90) is less costly to investors than VTSAX (0.04). EWMCX is a more actively managed with annual turnover of: 8.55 vs. VTSAX (2.00). EWMCX has a lower initial minimum investment than VTSAX: EWMCX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 15.02 vs. EWMCX (3.46). VTSAX return over 5 years is better than : 88.57 vs. EWMCX (63.94).
EWMCXVTSAXEWMCX / VTSAX
Total Expense Ratio0.900.042,250%
Annual Report Gross Expense Ratio0.900.042,250%
Fund Existence80 years25 years-
Gain YTD10.27214.29372%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets510M2.02T0%
Annual Yield % from dividends0.371.1333%
Returns for 1 year3.4615.0223%
Returns for 3 years62.5777.0081%
Returns for 5 years63.9488.5772%
Returns for 10 years186.20223.7183%
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