Ad is loading...
ERSGX vs VEXPX
ERSGX vs VEXPX Comparison
Open Charts ERSGX vs VEXPX
Eaton Vance Small-Cap R
Price$13.70
Change+$0.20 (+1.48%)
VolumeN/A
Net Assets171.14M
ERSGX vs VEXPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ERSGX 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 ERSGX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 18.9B vs. ERSGX (171M). VEXPX pays higher dividends than ERSGX: VEXPX (0.44) vs ERSGX (0.10). ERSGX was incepted earlier than VEXPX: ERSGX (16 years) vs VEXPX (57 years). ERSGX (1.63) 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 : -1.52 vs. VEXPX (-8.91). ERSGX return over 5 years is better than : 29.67 vs. VEXPX (12.66).
| ERSGX | VEXPX | ERSGX / VEXPX | |
| Total Expense Ratio | 1.46 | 0.44 | 332% |
| Annual Report Gross Expense Ratio | 1.63 | 0.44 | 370% |
| Fund Existence | 16 years | 57 years | - |
| Gain YTD | -6.315 | -9.187 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 18.9B | 1% |
| Annual Yield % from dividends | 0.10 | 0.44 | 22% |
| Returns for 1 year | -1.52 | -8.91 | 17% |
| Returns for 3 years | 9.76 | 7.48 | 131% |
| Returns for 5 years | 29.67 | 12.66 | 234% |
| Returns for 10 years | -15.07 | 6.76 | -223% |
View a ticker or compare two or three
VS
VS
Ad is loading...