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EISGX vs VEXPX
EISGX vs VEXPX Comparison
Open Charts EISGX vs VEXPX
Eaton Vance Small-Cap I
Price$16.99
Change+$0.26 (+1.55%)
VolumeN/A
Net Assets171.14M
EISGX vs VEXPX Comparison Chart
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EISGX vs. VEXPX commentary
May 09, 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 EISGX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 18.9B vs. EISGX (171M). VEXPX pays higher dividends than EISGX: VEXPX (0.44) vs EISGX (0.33). EISGX was incepted earlier than VEXPX: EISGX (17 years) vs VEXPX (57 years). EISGX (1.13) is less costly to investors than VEXPX (0.44). EISGX is a more actively managed with annual turnover of: 38.00 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than EISGX: VEXPX (3000) vs EISGX (1000000). EISGX annual gain was more profitable for investors over the last year : -0.48 vs. VEXPX (-8.91). EISGX return over 5 years is better than : 36.52 vs. VEXPX (12.66).
| EISGX | VEXPX | EISGX / VEXPX | |
| Total Expense Ratio | 0.96 | 0.44 | 218% |
| Annual Report Gross Expense Ratio | 1.13 | 0.44 | 257% |
| Fund Existence | 17 years | 57 years | - |
| Gain YTD | -6.169 | -9.187 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 18.9B | 1% |
| Annual Yield % from dividends | 0.33 | 0.44 | 75% |
| Returns for 1 year | -0.48 | -8.91 | 5% |
| Returns for 3 years | 12.28 | 7.48 | 164% |
| Returns for 5 years | 36.52 | 12.66 | 289% |
| Returns for 10 years | -1.77 | 6.76 | -26% |