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EKSYX vs VTMFX
EKSYX vs VTMFX Comparison
Open Charts EKSYX vs VTMFX
Allspring Diversified Income Bldr Inst
Price$6.50
Change+$0.17 (+2.69%)
VolumeN/A
Net Assets454.81M
Vanguard Tax-Managed Balanced Adm
Price$49.74
Change+$1.00 (+2.05%)
VolumeN/A
Net Assets11.52B
EKSYX vs VTMFX Comparison Chart in %
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EKSYX vs. VTMFX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. EKSYX (455M). EKSYX pays higher dividends than VTMFX: EKSYX (5.49) vs VTMFX (2.11). 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 : 15.91 vs. VTMFX (8.45). EKSYX (33.80) and VTMFX (33.48) have equivalent 5 years return.
| 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 | 2.338 | 1.056 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 11.5B | 4% |
| Annual Yield % from dividends | 5.49 | 2.11 | 260% |
| Returns for 1 year | 15.91 | 8.45 | 188% |
| Returns for 3 years | 41.23 | 32.78 | 126% |
| Returns for 5 years | 33.80 | 33.48 | 101% |
| Returns for 10 years | 86.39 | 103.36 | 84% |
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