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ERSGX vs VEXPX
ERSGX vs VEXPX Comparison
Open Charts ERSGX vs VEXPX
Eaton Vance Small-Cap R
Price$15.59
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
ERSGX vs VEXPX Comparison Chart
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ERSGX vs. VEXPX commentary
Nov 23, 2024
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 StrongBuy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22B vs. ERSGX (166M). VEXPX pays higher dividends than ERSGX: VEXPX (0.48) vs ERSGX (0.00). ERSGX was incepted earlier than VEXPX: ERSGX (15 years) vs VEXPX (57 years). ERSGX (42.00) and VEXPX (40.00) have comparable annual turnover. ERSGX has a lower initial minimum investment than VEXPX: ERSGX (1000) vs VEXPX (3000). VEXPX (28.09) and ERSGX (27.68) have marching annual gain over last year. VEXPX (22.11) and ERSGX (21.23) have equivalent 5 years return.
| ERSGX | VEXPX | ERSGX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 57 years | - |
| Gain YTD | 17.660 | 15.894 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 22B | 1% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 27.68 | 28.09 | 99% |
| Returns for 3 years | -7.53 | -15.77 | 48% |
| Returns for 5 years | 21.23 | 22.11 | 96% |
| Returns for 10 years | -15.04 | 20.26 | -74% |