EAERX
Price
$22.54
Change
+$0.20 (+0.90%)
Updated
Jul 3 closing price
Net Assets
102.69M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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EAERX vs VTSMX

Header iconEAERX vs VTSMX Comparison
Open Charts EAERX vs VTSMXBanner chart's image
Eaton Vance Stock A
Price$22.54
Change+$0.20 (+0.90%)
VolumeN/A
Net Assets102.69M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
EAERX vs VTSMX Comparison Chart in %
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EAERX vs. VTSMX commentary
Jul 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 EAERX is a Buy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. EAERX (103M). VTSMX pays higher dividends than EAERX: VTSMX (1.12) vs EAERX (0.00). EAERX was incepted earlier than VTSMX: EAERX (24 years) vs VTSMX (33 years). EAERX (1.08) is less costly to investors than VTSMX (0.14). EAERX is a more actively managed with annual turnover of: 44.00 vs. VTSMX (2.00). EAERX has a lower initial minimum investment than VTSMX: EAERX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. EAERX (-0.35). VTSMX return over 5 years is better than : 95.59 vs. EAERX (19.87).
EAERXVTSMXEAERX / VTSMX
Total Expense Ratio0.980.14700%
Annual Report Gross Expense Ratio1.080.14771%
Fund Existence24 years33 years-
Gain YTD7.0786.421110%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets103M1.82T0%
Annual Yield % from dividends0.001.12-
Returns for 1 year-0.3513.89-3%
Returns for 3 years14.1262.0823%
Returns for 5 years19.8795.5921%
Returns for 10 years43.78198.0522%
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