EWMCX
Price
$40.19
Change
+$0.32 (+0.80%)
Updated
Jan 15 closing price
Net Assets
513.82M
VTSAX
Price
$166.47
Change
+$0.52 (+0.31%)
Updated
Jan 15 closing price
Net Assets
2.06T
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EWMCX vs VTSAX

Header iconEWMCX vs VTSAX Comparison
Open Charts EWMCX vs VTSAXBanner chart's image
Evercore Equity
Price$40.19
Change+$0.32 (+0.80%)
VolumeN/A
Net Assets513.82M
Vanguard Total Stock Mkt Idx Adm
Price$166.47
Change+$0.52 (+0.31%)
VolumeN/A
Net Assets2.06T
EWMCX vs VTSAX Comparison Chart in %
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EWMCX vs. VTSAX commentary
Jan 16, 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 EWMCX is a Hold and VTSAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. EWMCX (514M). VTSAX pays higher dividends than EWMCX: VTSAX (1.11) vs EWMCX (0.07). 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 : 16.54 vs. EWMCX (7.02). VTSAX return over 5 years is better than : 74.20 vs. EWMCX (50.77).
EWMCXVTSAXEWMCX / VTSAX
Total Expense Ratio0.900.042,250%
Annual Report Gross Expense Ratio0.900.042,250%
Fund Existence80 years25 years-
Gain YTD2.6302.004131%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets514M2.06T0%
Annual Yield % from dividends0.071.116%
Returns for 1 year7.0216.5442%
Returns for 3 years46.2071.4765%
Returns for 5 years50.7774.2068%
Returns for 10 years240.66272.3288%
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