EWMCX
Price
$40.46
Change
-$0.84 (-2.03%)
Updated
Nov 13 closing price
Net Assets
513.94M
VTSAX
Price
$160.60
Change
-$2.86 (-1.75%)
Updated
Nov 13 closing price
Net Assets
2.05T
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EWMCX vs VTSAX

Header iconEWMCX vs VTSAX Comparison
Open Charts EWMCX vs VTSAXBanner chart's image
Evercore Equity
Price$40.46
Change-$0.84 (-2.03%)
VolumeN/A
Net Assets513.94M
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
EWMCX vs VTSAX Comparison Chart in %
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EWMCX vs. VTSAX commentary
Nov 14, 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 VTSAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. EWMCX (514M). VTSAX pays higher dividends than EWMCX: VTSAX (1.11) vs EWMCX (0.37). EWMCX was incepted earlier than VTSAX: EWMCX (80 years) vs VTSAX (25 years). EWMCX (0.90) is less costly to investors than VTSAX (0.04). EWMCX is a more actively managed with annual turnover of: 8.55 vs. VTSAX (2.00). EWMCX has a lower initial minimum investment than VTSAX: EWMCX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.43 vs. EWMCX (3.98). VTSAX return over 5 years is better than : 84.01 vs. EWMCX (61.01).
EWMCXVTSAXEWMCX / VTSAX
Total Expense Ratio0.900.042,250%
Annual Report Gross Expense Ratio0.900.042,250%
Fund Existence80 years25 years-
Gain YTD11.35115.98271%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets514M2.05T0%
Annual Yield % from dividends0.371.1133%
Returns for 1 year3.9813.4330%
Returns for 3 years51.0168.2475%
Returns for 5 years61.0184.0173%
Returns for 10 years198.86236.1684%
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