EWMCX
Price
$41.30
Change
+$0.11 (+0.27%)
Updated
Nov 12 closing price
Net Assets
512.51M
VTSMX
Price
$163.42
Change
+$0.09 (+0.06%)
Updated
Nov 12 closing price
Net Assets
2.05T
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EWMCX vs VTSMX

Header iconEWMCX vs VTSMX Comparison
Open Charts EWMCX vs VTSMXBanner chart's image
Evercore Equity
Price$41.30
Change+$0.11 (+0.27%)
VolumeN/A
Net Assets512.51M
Vanguard Total Stock Mkt Idx I
Price$163.42
Change+$0.09 (+0.06%)
VolumeN/A
Net Assets2.05T
EWMCX vs VTSMX Comparison Chart in %
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EWMCX vs. VTSMX 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 VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. EWMCX (513M). VTSMX pays higher dividends than EWMCX: VTSMX (1.02) vs EWMCX (0.37). EWMCX was incepted earlier than VTSMX: EWMCX (80 years) vs VTSMX (34 years). EWMCX (0.90) is less costly to investors than VTSMX (0.14). EWMCX is a more actively managed with annual turnover of: 8.55 vs. VTSMX (2.00). EWMCX has a lower initial minimum investment than VTSMX: EWMCX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. EWMCX (3.98). VTSMX return over 5 years is better than : 83.98 vs. EWMCX (61.01).
EWMCXVTSMXEWMCX / VTSMX
Total Expense Ratio0.900.14643%
Annual Report Gross Expense Ratio0.900.14643%
Fund Existence80 years34 years-
Gain YTD11.35115.97271%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets513M2.05T0%
Annual Yield % from dividends0.371.0236%
Returns for 1 year3.9813.4230%
Returns for 3 years51.0168.2275%
Returns for 5 years61.0183.9873%
Returns for 10 years198.86235.4084%
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