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ERSGX vs VEXPX
ERSGX vs VEXPX Comparison
Open Charts ERSGX vs VEXPX
Eaton Vance Small-Cap R
Price$13.02
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets176.63M
ERSGX vs VEXPX Comparison Chart
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ERSGX vs. VEXPX commentary
Apr 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.8B vs. ERSGX (177M). VEXPX pays higher dividends than ERSGX: VEXPX (0.44) vs ERSGX (0.09). ERSGX was incepted earlier than VEXPX: ERSGX (16 years) vs VEXPX (57 years). ERSGX (1.63) is less costly to investors than VEXPX (0.45). ERSGX is a more actively managed with annual turnover of: 42.00 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 : -1.44 vs. VEXPX (-10.98). ERSGX return over 5 years is better than : 29.74 vs. VEXPX (16.25).
| ERSGX | VEXPX | ERSGX / VEXPX | |
| Total Expense Ratio | 1.46 | 0.45 | 324% |
| Annual Report Gross Expense Ratio | 1.63 | 0.45 | 362% |
| Fund Existence | 16 years | 57 years | - |
| Gain YTD | -10.132 | -14.598 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 19.8B | 1% |
| Annual Yield % from dividends | 0.09 | 0.44 | 22% |
| Returns for 1 year | -1.44 | -10.98 | 13% |
| Returns for 3 years | -3.85 | -11.68 | 33% |
| Returns for 5 years | 29.74 | 16.25 | 183% |
| Returns for 10 years | -19.40 | -1.35 | 1,434% |
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