EWMCX
Price
$40.19
Change
+$0.32 (+0.80%)
Updated
Jan 15 closing price
Net Assets
513.82M
VTSMX
Price
$166.44
Change
+$0.53 (+0.32%)
Updated
Jan 15 closing price
Net Assets
2.06T
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EWMCX vs VTSMX

Header iconEWMCX vs VTSMX Comparison
Open Charts EWMCX vs VTSMXBanner chart's image
Evercore Equity
Price$40.19
Change+$0.32 (+0.80%)
VolumeN/A
Net Assets513.82M
Vanguard Total Stock Mkt Idx I
Price$166.44
Change+$0.53 (+0.32%)
VolumeN/A
Net Assets2.06T
EWMCX vs VTSMX Comparison Chart in %
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EWMCX vs. VTSMX 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 VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. EWMCX (514M). VTSMX pays higher dividends than EWMCX: VTSMX (1.02) vs EWMCX (0.07). 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 : 16.53 vs. EWMCX (7.02). VTSMX return over 5 years is better than : 74.18 vs. EWMCX (50.77).
EWMCXVTSMXEWMCX / VTSMX
Total Expense Ratio0.900.14643%
Annual Report Gross Expense Ratio0.900.14643%
Fund Existence80 years34 years-
Gain YTD2.6302.004131%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets514M2.06T0%
Annual Yield % from dividends0.071.027%
Returns for 1 year7.0216.5342%
Returns for 3 years46.2071.4465%
Returns for 5 years50.7774.1868%
Returns for 10 years240.66271.5389%
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