EWMCX
Price
$36.71
Change
+$0.39 (+1.07%)
Updated
Jun 6 closing price
Net Assets
462.26M
VTSMX
Price
$143.62
Change
+$1.51 (+1.06%)
Updated
Jun 6 closing price
Net Assets
1.82T
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EWMCX vs VTSMX

Header iconEWMCX vs VTSMX Comparison
Open Charts EWMCX vs VTSMXBanner chart's image
Evercore Equity
Price$36.71
Change+$0.39 (+1.07%)
VolumeN/A
Net Assets462.26M
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
EWMCX vs VTSMX Comparison Chart
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EWMCX vs. VTSMX commentary
Jun 07, 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. EWMCX (462M). VTSMX pays higher dividends than EWMCX: VTSMX (1.18) vs EWMCX (0.42). EWMCX was incepted earlier than VTSMX: EWMCX (80 years) vs VTSMX (33 years). EWMCX (0.90) is less costly to investors than VTSMX (0.14). EWMCX is a more actively managed with annual turnover of: 8.55 vs. VTSMX (2.00). EWMCX has a lower initial minimum investment than VTSMX: EWMCX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.96 vs. EWMCX (1.52). VTSMX return over 5 years is better than : 80.94 vs. EWMCX (64.37).
EWMCXVTSMXEWMCX / VTSMX
Total Expense Ratio0.900.14643%
Annual Report Gross Expense Ratio0.900.14643%
Fund Existence80 years33 years-
Gain YTD-2.0760.817-254%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets462M1.82T0%
Annual Yield % from dividends0.421.1835%
Returns for 1 year1.5210.9614%
Returns for 3 years26.0940.3465%
Returns for 5 years64.3780.9480%
Returns for 10 years149.35179.9483%
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