Ad is loading...
ERSGX vs VEXPX
ERSGX vs VEXPX Comparison
Open Charts ERSGX vs VEXPX
Eaton Vance Small-Cap R
Price$14.91
Change+$0.10 (+0.68%)
VolumeN/A
Net Assets170.68M
ERSGX vs VEXPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ERSGX vs. VEXPX commentary
Jan 31, 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 StrongBuy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.1B vs. ERSGX (171M). VEXPX pays higher dividends than ERSGX: VEXPX (0.48) vs ERSGX (0.00). ERSGX was incepted earlier than VEXPX: ERSGX (16 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). ERSGX annual gain was more profitable for investors over the last year : 14.55 vs. VEXPX (10.27). ERSGX return over 5 years is better than : 20.02 vs. VEXPX (16.83).
| ERSGX | VEXPX | ERSGX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 57 years | - |
| Gain YTD | 2.776 | 4.045 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 22.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 14.55 | 10.27 | 142% |
| Returns for 3 years | 9.15 | 4.47 | 205% |
| Returns for 5 years | 20.02 | 16.83 | 119% |
| Returns for 10 years | 0.22 | 31.92 | 1% |