EWMCX
Price
$33.80
Change
+$0.56 (+1.68%)
Updated
Apr 11 closing price
Net Assets
428.3M
VTSAX
Price
$127.49
Change
+$2.22 (+1.77%)
Updated
Apr 11 closing price
Net Assets
1.7T
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EWMCX vs VTSAX

Header iconEWMCX vs VTSAX Comparison
Open Charts EWMCX vs VTSAXBanner chart's image
Evercore Equity
Price$33.80
Change+$0.56 (+1.68%)
VolumeN/A
Net Assets428.3M
Vanguard Total Stock Mkt Idx Adm
Price$127.49
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
EWMCX vs VTSAX Comparison Chart
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EWMCX vs. VTSAX 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 VTSAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. EWMCX (428M). VTSAX pays higher dividends than EWMCX: VTSAX (1.35) vs EWMCX (0.43). EWMCX was incepted earlier than VTSAX: EWMCX (79 years) vs VTSAX (24 years). EWMCX (0.93) is less costly to investors than VTSAX (0.04). EWMCX is a more actively managed with annual turnover of: 9.66 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 : 0.31 vs. EWMCX (-6.10). VTSAX return over 5 years is better than : 85.36 vs. EWMCX (76.63).
EWMCXVTSAXEWMCX / VTSAX
Total Expense Ratio0.930.042,325%
Annual Report Gross Expense Ratio0.930.042,325%
Fund Existence79 years24 years-
Gain YTD-10.380-11.14793%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets428M1.7T0%
Annual Yield % from dividends0.431.3532%
Returns for 1 year-6.100.31-1,962%
Returns for 3 years13.1717.0277%
Returns for 5 years76.6385.3690%
Returns for 10 years128.98145.8288%
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