EWMCX
Price
$36.25
Change
-$0.06 (-0.17%)
Updated
Jun 18 closing price
Net Assets
461.19M
VTSAX
Price
$143.17
Change
+$0.06 (+0.04%)
Updated
Jun 18 closing price
Net Assets
1.82T
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EWMCX vs VTSAX

Header iconEWMCX vs VTSAX Comparison
Open Charts EWMCX vs VTSAXBanner chart's image
Evercore Equity
Price$36.25
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets461.19M
Vanguard Total Stock Mkt Idx Adm
Price$143.17
Change+$0.06 (+0.04%)
VolumeN/A
Net Assets1.82T
EWMCX vs VTSAX Comparison Chart in %
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EWMCX vs. VTSAX commentary
Jun 19, 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 Hold and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. EWMCX (461M). VTSAX pays higher dividends than EWMCX: VTSAX (1.28) vs EWMCX (0.42). 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 : 9.28 vs. EWMCX (-0.67). VTSAX return over 5 years is better than : 87.84 vs. EWMCX (67.55).
EWMCXVTSAXEWMCX / VTSAX
Total Expense Ratio0.900.042,250%
Annual Report Gross Expense Ratio0.900.042,250%
Fund Existence80 years25 years-
Gain YTD-2.1031.507-140%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets461M1.82T0%
Annual Yield % from dividends0.421.2833%
Returns for 1 year-0.679.28-7%
Returns for 3 years43.5960.4072%
Returns for 5 years67.5587.8477%
Returns for 10 years145.64177.9482%
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