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EXTGX vs VFIAX
EXTGX vs VFIAX Comparison
Open Charts EXTGX vs VFIAX
Eaton Vance Tx-Mgd Growth 1.2 A
Price$51.13
Change-$0.09 (-0.18%)
VolumeN/A
Net Assets1.45B
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
EXTGX vs VFIAX Comparison Chart
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EXTGX vs. VFIAX commentary
May 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 EXTGX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. EXTGX (1.45B). VFIAX pays higher dividends than EXTGX: VFIAX (1.36) vs EXTGX (0.19). EXTGX was incepted earlier than VFIAX: EXTGX (24 years) vs VFIAX (25 years). EXTGX (0.89) is less costly to investors than VFIAX (0.04). EXTGX is a more actively managed with annual turnover of: 7.00 vs. VFIAX (2.00). EXTGX has a lower initial minimum investment than VFIAX: EXTGX (1000) vs VFIAX (3000). VFIAX (8.59) and EXTGX (8.28) have marching annual gain over last year. EXTGX return over 5 years is better than : 102.11 vs. VFIAX (93.15).
| EXTGX | VFIAX | EXTGX / VFIAX | |
| Total Expense Ratio | 0.89 | 0.04 | 2,225% |
| Annual Report Gross Expense Ratio | 0.89 | 0.04 | 2,225% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -2.739 | -3.675 | 75% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 1.34T | 0% |
| Annual Yield % from dividends | 0.19 | 1.36 | 14% |
| Returns for 1 year | 8.28 | 8.59 | 96% |
| Returns for 3 years | 49.70 | 41.54 | 120% |
| Returns for 5 years | 102.11 | 93.15 | 110% |
| Returns for 10 years | 189.13 | 169.85 | 111% |
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