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EISMX vs VSEMX
EISMX vs VSEMX Comparison
Open Charts EISMX vs VSEMX
Eaton Vance Atlanta Capital SMID-Cap I
Price$38.62
Change-$1.71 (-4.24%)
VolumeN/A
Net Assets14.57B
Vanguard Extended Market Index Instl Sel
Price$199.94
Change-$15.02 (-6.99%)
VolumeN/A
Net Assets110.09B
EISMX vs VSEMX Comparison Chart
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EISMX vs. VSEMX commentary
Apr 04, 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 EISMX is a Buy and VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 110B vs. EISMX (14.6B). VSEMX pays higher dividends than EISMX: VSEMX (1.32) vs EISMX (0.16). EISMX was incepted earlier than VSEMX: EISMX (23 years) vs VSEMX (9 years). EISMX (0.87) is less costly to investors than VSEMX (0.02). VSEMX is a more actively managed with annual turnover of: 11.00 vs. EISMX (9.00). EISMX has a lower initial minimum investment than VSEMX: EISMX (1000000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 2.78 vs. EISMX (-0.84). VSEMX return over 5 years is better than : 114.71 vs. EISMX (58.93).
| EISMX | VSEMX | EISMX / VSEMX | |
| Total Expense Ratio | 0.87 | 0.02 | 4,350% |
| Annual Report Gross Expense Ratio | 0.87 | 0.02 | 4,350% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -3.030 | -7.092 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 110B | 13% |
| Annual Yield % from dividends | 0.16 | 1.32 | 12% |
| Returns for 1 year | -0.84 | 2.78 | -30% |
| Returns for 3 years | 3.06 | 5.62 | 55% |
| Returns for 5 years | 58.93 | 114.71 | 51% |
| Returns for 10 years | 50.41 | N/A | - |