EWMCX
Price
$36.33
Change
-$0.63 (-1.70%)
Updated
Jun 13 closing price
Net Assets
461.42M
VSMPX
Price
$268.13
Change
-$3.17 (-1.17%)
Updated
Jun 13 closing price
Net Assets
1.82T
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EWMCX vs VSMPX

Header iconEWMCX vs VSMPX Comparison
Open Charts EWMCX vs VSMPXBanner chart's image
Evercore Equity
Price$36.33
Change-$0.63 (-1.70%)
VolumeN/A
Net Assets461.42M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
EWMCX vs VSMPX Comparison Chart
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EWMCX vs. VSMPX commentary
Jun 16, 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 EWMCX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. EWMCX (461M). VSMPX pays higher dividends than EWMCX: VSMPX (1.29) vs EWMCX (0.42). EWMCX was incepted earlier than VSMPX: EWMCX (80 years) vs VSMPX (10 years). EWMCX (0.90) is less costly to investors than VSMPX (0.02). EWMCX is a more actively managed with annual turnover of: 8.55 vs. VSMPX (2.00). EWMCX has a lower initial minimum investment than VSMPX: EWMCX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. EWMCX (0.37). VSMPX return over 5 years is better than : 91.46 vs. EWMCX (71.57).
EWMCXVSMPXEWMCX / VSMPX
Total Expense Ratio0.900.024,500%
Annual Report Gross Expense Ratio0.900.024,500%
Fund Existence80 years10 years-
Gain YTD-2.0491.374-149%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets461M1.82T0%
Annual Yield % from dividends0.421.2933%
Returns for 1 year0.3710.084%
Returns for 3 years40.7457.6671%
Returns for 5 years71.5791.4678%
Returns for 10 years147.59170.6786%
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