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ERSGX vs VEXPX
ERSGX vs VEXPX Comparison
Open Charts ERSGX vs VEXPX
Eaton Vance Small-Cap R
Price$14.14
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets172.6M
ERSGX vs VEXPX Comparison Chart
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ERSGX vs. VEXPX commentary
Mar 10, 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: 21.4B vs. ERSGX (173M). VEXPX pays higher dividends than ERSGX: VEXPX (0.41) 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 : 2.18 vs. VEXPX (-8.03). ERSGX return over 5 years is better than : 24.36 vs. VEXPX (15.47).
| 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 | -1.874 | -6.420 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 21.4B | 1% |
| Annual Yield % from dividends | 0.09 | 0.41 | 22% |
| Returns for 1 year | 2.18 | -8.03 | -27% |
| Returns for 3 years | 7.78 | -0.09 | -8,936% |
| Returns for 5 years | 24.36 | 15.47 | 157% |
| Returns for 10 years | -7.92 | 12.93 | -61% |
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