EWMCX
Price
$36.33
Change
-$0.63 (-1.70%)
Updated
Jun 13 closing price
Net Assets
461.42M
VTSAX
Price
$142.91
Change
-$1.69 (-1.17%)
Updated
Jun 13 closing price
Net Assets
1.82T
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EWMCX vs VTSAX

Header iconEWMCX vs VTSAX Comparison
Open Charts EWMCX vs VTSAXBanner chart's image
Evercore Equity
Price$36.33
Change-$0.63 (-1.70%)
VolumeN/A
Net Assets461.42M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
EWMCX vs VTSAX Comparison Chart
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EWMCX vs. VTSAX 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. EWMCX (461M). VTSAX pays higher dividends than EWMCX: VTSAX (1.28) vs EWMCX (0.42). 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 : 10.07 vs. EWMCX (0.37). VTSAX return over 5 years is better than : 91.40 vs. EWMCX (71.57).
EWMCXVTSAXEWMCX / VTSAX
Total Expense Ratio0.900.042,250%
Annual Report Gross Expense Ratio0.900.042,250%
Fund Existence80 years25 years-
Gain YTD-2.0491.365-150%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets461M1.82T0%
Annual Yield % from dividends0.421.2833%
Returns for 1 year0.3710.074%
Returns for 3 years40.7457.6171%
Returns for 5 years71.5791.4078%
Returns for 10 years147.59179.5382%
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