EWMCX
Price
$38.55
Change
+$0.36 (+0.94%)
Updated
Jul 3 closing price
Net Assets
489.52M
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 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$38.55
Change+$0.36 (+0.94%)
VolumeN/A
Net Assets489.52M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
EWMCX vs VTSAX Comparison Chart in %
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EWMCX vs. VTSAX commentary
Jul 07, 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 (490M). VTSAX pays higher dividends than EWMCX: VTSAX (1.21) vs EWMCX (0.40). 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 : 13.89 vs. EWMCX (5.98). VTSAX return over 5 years is better than : 95.62 vs. EWMCX (74.70).
EWMCXVTSAXEWMCX / VTSAX
Total Expense Ratio0.900.042,250%
Annual Report Gross Expense Ratio0.900.042,250%
Fund Existence80 years25 years-
Gain YTD3.9366.41661%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets490M1.82T0%
Annual Yield % from dividends0.401.2133%
Returns for 1 year5.9813.8943%
Returns for 3 years45.8062.1274%
Returns for 5 years74.7095.6278%
Returns for 10 years165.20198.6983%
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