EIERX
Price
$23.40
Change
+$0.10 (+0.43%)
Updated
Sep 26 closing price
Net Assets
105M
VSMPX
Price
$298.79
Change
+$1.87 (+0.63%)
Updated
Sep 26 closing price
Net Assets
1.95T
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EIERX vs VSMPX

Header iconEIERX vs VSMPX Comparison
Open Charts EIERX vs VSMPXBanner chart's image
Eaton Vance Stock I
Price$23.40
Change+$0.10 (+0.43%)
VolumeN/A
Net Assets105M
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.79
Change+$1.87 (+0.63%)
VolumeN/A
Net Assets1.95T
EIERX vs VSMPX Comparison Chart in %
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EIERX vs. VSMPX commentary
Sep 29, 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 EIERX is a Buy and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. EIERX (105M). VSMPX pays higher dividends than EIERX: VSMPX (1.17) vs EIERX (0.00). EIERX was incepted earlier than VSMPX: EIERX (17 years) vs VSMPX (10 years). EIERX (0.83) is less costly to investors than VSMPX (0.02). EIERX is a more actively managed with annual turnover of: 44.00 vs. VSMPX (2.00). EIERX has a lower initial minimum investment than VSMPX: EIERX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 15.65 vs. EIERX (-1.06). VSMPX return over 5 years is better than : 96.68 vs. EIERX (20.13).
EIERXVSMPXEIERX / VSMPX
Total Expense Ratio0.730.023,650%
Annual Report Gross Expense Ratio0.830.024,150%
Fund Existence17 years10 years-
Gain YTD10.69112.98382%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets105M1.95T0%
Annual Yield % from dividends0.001.17-
Returns for 1 year-1.0615.65-7%
Returns for 3 years23.2280.3829%
Returns for 5 years20.1396.6821%
Returns for 10 years65.35239.6627%
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