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EKSAX vs VTMFX
EKSAX vs VTMFX Comparison
Open Charts EKSAX vs VTMFX
Allspring Diversified Income Bldr A
Price$6.62
Change+$0.01 (+0.15%)
VolumeN/A
Net Assets444.22M
Vanguard Tax-Managed Balanced Adm
Price$49.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.51B
EKSAX vs VTMFX Comparison Chart in %
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EKSAX vs. VTMFX commentary
Dec 27, 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 EKSAX is a StrongBuy and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. EKSAX (444M). EKSAX pays higher dividends than VTMFX: EKSAX (5.17) vs VTMFX (2.07). EKSAX was incepted earlier than VTMFX: EKSAX (39 years) vs VTMFX (31 years). EKSAX (1.19) is less costly to investors than VTMFX (0.09). EKSAX is a more actively managed with annual turnover of: 83.00 vs. VTMFX (20.00). EKSAX has a lower initial minimum investment than VTMFX: EKSAX (1000) vs VTMFX (10000). EKSAX annual gain was more profitable for investors over the last year : 13.62 vs. VTMFX (8.08). VTMFX return over 5 years is better than : 36.04 vs. EKSAX (31.38).
| EKSAX | VTMFX | EKSAX / VTMFX | |
| Total Expense Ratio | 0.95 | 0.09 | 1,056% |
| Annual Report Gross Expense Ratio | 1.19 | 0.09 | 1,322% |
| Fund Existence | 39 years | 31 years | - |
| Gain YTD | 14.373 | 9.454 | 152% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 444M | 11.5B | 4% |
| Annual Yield % from dividends | 5.17 | 2.07 | 249% |
| Returns for 1 year | 13.62 | 8.08 | 169% |
| Returns for 3 years | 44.01 | 39.00 | 113% |
| Returns for 5 years | 31.38 | 36.04 | 87% |
| Returns for 10 years | 73.79 | 94.00 | 78% |
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