EWMCX
Price
$36.33
Change
-$0.63 (-1.70%)
Updated
Jun 13 closing price
Net Assets
461.42M
VTSMX
Price
$142.86
Change
-$1.69 (-1.17%)
Updated
Jun 13 closing price
Net Assets
1.82T
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EWMCX vs VTSMX

Header iconEWMCX vs VTSMX Comparison
Open Charts EWMCX vs VTSMXBanner chart's image
Evercore Equity
Price$36.33
Change-$0.63 (-1.70%)
VolumeN/A
Net Assets461.42M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
EWMCX vs VTSMX Comparison Chart
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EWMCX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. EWMCX (461M). VTSMX pays higher dividends than EWMCX: VTSMX (1.18) vs EWMCX (0.42). EWMCX was incepted earlier than VTSMX: EWMCX (80 years) vs VTSMX (33 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 : 10.06 vs. EWMCX (0.37). VTSMX return over 5 years is better than : 91.36 vs. EWMCX (71.57).
EWMCXVTSMXEWMCX / VTSMX
Total Expense Ratio0.900.14643%
Annual Report Gross Expense Ratio0.900.14643%
Fund Existence80 years33 years-
Gain YTD-2.0491.349-152%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets461M1.82T0%
Annual Yield % from dividends0.421.1835%
Returns for 1 year0.3710.064%
Returns for 3 years40.7457.5971%
Returns for 5 years71.5791.3678%
Returns for 10 years147.59178.9282%
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