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EGOIX vs VTSMX
EGOIX vs VTSMX Comparison
Open Charts EGOIX vs VTSMX
Allspring Large Cap Core Inst
Price$19.58
Change+$0.18 (+0.93%)
VolumeN/A
Net Assets590.14M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
EGOIX vs VTSMX Comparison Chart in %
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EGOIX 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 EGOIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. EGOIX (590M). VTSMX pays higher dividends than EGOIX: VTSMX (1.12) vs EGOIX (0.37). EGOIX was incepted earlier than VTSMX: EGOIX (18 years) vs VTSMX (33 years). EGOIX (0.89) is less costly to investors than VTSMX (0.14). EGOIX is a more actively managed with annual turnover of: 31.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than EGOIX: VTSMX (3000) vs EGOIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. EGOIX (5.46). VTSMX return over 5 years is better than : 95.59 vs. EGOIX (29.66).
| EGOIX | VTSMX | EGOIX / VTSMX | |
| Total Expense Ratio | 0.67 | 0.14 | 479% |
| Annual Report Gross Expense Ratio | 0.89 | 0.14 | 636% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 9.815 | 6.421 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 590M | 1.82T | 0% |
| Annual Yield % from dividends | 0.37 | 1.12 | 33% |
| Returns for 1 year | 5.46 | 13.89 | 39% |
| Returns for 3 years | 34.98 | 62.08 | 56% |
| Returns for 5 years | 29.66 | 95.59 | 31% |
| Returns for 10 years | 32.18 | 198.05 | 16% |
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