EAERX
Price
$22.97
Change
+$0.10 (+0.44%)
Updated
Jul 25 closing price
Net Assets
102.69M
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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EAERX vs VSMPX

Header iconEAERX vs VSMPX Comparison
Open Charts EAERX vs VSMPXBanner chart's image
Eaton Vance Stock A
Price$22.97
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets102.69M
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
EAERX vs VSMPX Comparison Chart in %
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VS
EAERX vs. VSMPX commentary
Jul 28, 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 EAERX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. EAERX (103M). VSMPX pays higher dividends than EAERX: VSMPX (1.22) vs EAERX (0.00). EAERX was incepted earlier than VSMPX: EAERX (24 years) vs VSMPX (10 years). EAERX (1.08) is less costly to investors than VSMPX (0.02). EAERX is a more actively managed with annual turnover of: 44.00 vs. VSMPX (2.00). EAERX has a lower initial minimum investment than VSMPX: EAERX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.76 vs. EAERX (5.08). VSMPX return over 5 years is better than : 93.61 vs. EAERX (18.03).
EAERXVSMPXEAERX / VSMPX
Total Expense Ratio0.980.024,900%
Annual Report Gross Expense Ratio1.080.025,400%
Fund Existence24 years10 years-
Gain YTD9.1218.298110%
Front Load5%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets103M1.91T0%
Annual Yield % from dividends0.001.22-
Returns for 1 year5.0817.7629%
Returns for 3 years14.6860.6724%
Returns for 5 years18.0393.6119%
Returns for 10 years44.72192.0923%
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