EIERX
Price
$23.22
Change
-$0.07 (-0.30%)
Updated
Aug 15 closing price
Net Assets
104.38M
VTSMX
Price
$154.00
Change
-$0.41 (-0.27%)
Updated
Aug 15 closing price
Net Assets
1.91T
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EIERX vs VTSMX

Header iconEIERX vs VTSMX Comparison
Open Charts EIERX vs VTSMXBanner chart's image
Eaton Vance Stock I
Price$23.22
Change-$0.07 (-0.30%)
VolumeN/A
Net Assets104.38M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
EIERX vs VTSMX Comparison Chart in %
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EIERX vs. VTSMX commentary
Aug 18, 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. EIERX (104M). VTSMX pays higher dividends than EIERX: VTSMX (1.09) vs EIERX (0.00). EIERX was incepted earlier than VTSMX: EIERX (17 years) vs VTSMX (33 years). EIERX (0.83) is less costly to investors than VTSMX (0.14). EIERX is a more actively managed with annual turnover of: 44.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than EIERX: VTSMX (3000) vs EIERX (1000000). VTSMX annual gain was more profitable for investors over the last year : 16.21 vs. EIERX (1.40). VTSMX return over 5 years is better than : 85.82 vs. EIERX (14.39).
EIERXVTSMXEIERX / VTSMX
Total Expense Ratio0.730.14521%
Annual Report Gross Expense Ratio0.830.14593%
Fund Existence17 years33 years-
Gain YTD9.8399.266106%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets104M1.91T0%
Annual Yield % from dividends0.001.09-
Returns for 1 year1.4016.219%
Returns for 3 years5.5146.8012%
Returns for 5 years14.3985.8217%
Returns for 10 years46.43202.5423%
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