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ERSGX vs VEXPX
ERSGX vs VEXPX Comparison
Open Charts ERSGX vs VEXPX
Eaton Vance Small-Cap R
Price$12.92
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets154.81M
ERSGX vs VEXPX Comparison Chart in %
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ERSGX vs. VEXPX commentary
Nov 20, 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 Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. ERSGX (155M). VEXPX pays higher dividends than ERSGX: VEXPX (0.38) vs ERSGX (0.10). 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). VEXPX annual gain was more profitable for investors over the last year : -6.44 vs. ERSGX (-15.39). ERSGX return over 5 years is better than : 1.02 vs. VEXPX (-4.96).
| 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 | -10.062 | 2.323 | -433% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 20.5B | 1% |
| Annual Yield % from dividends | 0.10 | 0.38 | 26% |
| Returns for 1 year | -15.39 | -6.44 | 239% |
| Returns for 3 years | 1.97 | 17.42 | 11% |
| Returns for 5 years | 1.02 | -4.96 | -21% |
| Returns for 10 years | -6.62 | 29.42 | -22% |
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