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EKSYX vs VTMFX
EKSYX vs VTMFX Comparison
Open Charts EKSYX vs VTMFX
Allspring Diversified Income Bldr Inst
Price$6.40
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets444.22M
Vanguard Tax-Managed Balanced Adm
Price$49.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.51B
EKSYX vs VTMFX Comparison Chart in %
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EKSYX vs. VTMFX commentary
Dec 28, 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 EKSYX is a StrongBuy and VTMFX is a Hold.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. EKSYX (444M). EKSYX pays higher dividends than VTMFX: EKSYX (5.66) vs VTMFX (2.07). EKSYX was incepted earlier than VTMFX: EKSYX (29 years) vs VTMFX (31 years). EKSYX (0.87) is less costly to investors than VTMFX (0.09). EKSYX is a more actively managed with annual turnover of: 83.00 vs. VTMFX (20.00). VTMFX has a lower initial minimum investment than EKSYX: VTMFX (10000) vs EKSYX (1000000). EKSYX annual gain was more profitable for investors over the last year : 13.86 vs. VTMFX (8.08). VTMFX return over 5 years is better than : 36.04 vs. EKSYX (33.27).
| EKSYX | VTMFX | EKSYX / VTMFX | |
| Total Expense Ratio | 0.63 | 0.09 | 700% |
| Annual Report Gross Expense Ratio | 0.87 | 0.09 | 967% |
| Fund Existence | 29 years | 31 years | - |
| Gain YTD | 14.637 | 9.454 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 11.5B | 4% |
| Annual Yield % from dividends | 5.66 | 2.07 | 273% |
| Returns for 1 year | 13.86 | 8.08 | 172% |
| Returns for 3 years | 45.29 | 39.00 | 116% |
| Returns for 5 years | 33.27 | 36.04 | 92% |
| Returns for 10 years | 78.79 | 94.00 | 84% |
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