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ERSGX vs VEXPX
ERSGX vs VEXPX Comparison
Open Charts ERSGX vs VEXPX
Eaton Vance Small-Cap R
Price$13.95
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets175.61M
ERSGX vs VEXPX Comparison Chart
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ERSGX vs. VEXPX commentary
Jun 05, 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 ERSGX is a Buy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 18.9B vs. ERSGX (176M). VEXPX pays higher dividends than ERSGX: VEXPX (0.42) vs ERSGX (0.09). ERSGX was incepted earlier than VEXPX: ERSGX (16 years) vs VEXPX (58 years). ERSGX (1.61) is less costly to investors than VEXPX (0.44). ERSGX is a more actively managed with annual turnover of: 38.00 vs. VEXPX (35.00). ERSGX has a lower initial minimum investment than VEXPX: ERSGX (1000) vs VEXPX (3000). ERSGX annual gain was more profitable for investors over the last year : 4.25 vs. VEXPX (-3.45). ERSGX return over 5 years is better than : 19.44 vs. VEXPX (6.24).
| ERSGX | VEXPX | ERSGX / VEXPX | |
| Total Expense Ratio | 1.46 | 0.44 | 332% |
| Annual Report Gross Expense Ratio | 1.61 | 0.44 | 366% |
| Fund Existence | 16 years | 58 years | - |
| Gain YTD | -2.776 | -4.228 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 18.9B | 1% |
| Annual Yield % from dividends | 0.09 | 0.42 | 22% |
| Returns for 1 year | 4.25 | -3.45 | -123% |
| Returns for 3 years | 9.98 | 6.42 | 155% |
| Returns for 5 years | 19.44 | 6.24 | 311% |
| Returns for 10 years | -6.08 | 10.60 | -57% |
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