EWMCX
Price
$33.80
Change
+$0.56 (+1.68%)
Updated
Apr 11 closing price
Net Assets
428.3M
VTSMX
Price
$127.47
Change
+$2.22 (+1.77%)
Updated
Apr 11 closing price
Net Assets
1.7T
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EWMCX vs VTSMX

Header iconEWMCX vs VTSMX Comparison
Open Charts EWMCX vs VTSMXBanner chart's image
Evercore Equity
Price$33.80
Change+$0.56 (+1.68%)
VolumeN/A
Net Assets428.3M
Vanguard Total Stock Mkt Idx I
Price$127.47
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
EWMCX vs VTSMX Comparison Chart
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VS
EWMCX vs. VTSMX 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 VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. EWMCX (428M). VTSMX pays higher dividends than EWMCX: VTSMX (1.25) vs EWMCX (0.43). EWMCX was incepted earlier than VTSMX: EWMCX (79 years) vs VTSMX (33 years). EWMCX (0.93) is less costly to investors than VTSMX (0.14). EWMCX is a more actively managed with annual turnover of: 9.66 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 : 0.30 vs. EWMCX (-6.10). VTSMX return over 5 years is better than : 85.34 vs. EWMCX (76.63).
EWMCXVTSMXEWMCX / VTSMX
Total Expense Ratio0.930.14664%
Annual Report Gross Expense Ratio0.930.14664%
Fund Existence79 years33 years-
Gain YTD-10.380-11.14493%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets428M1.7T0%
Annual Yield % from dividends0.431.2534%
Returns for 1 year-6.100.30-2,011%
Returns for 3 years13.1717.0077%
Returns for 5 years76.6385.3490%
Returns for 10 years128.98145.2889%
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