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ERSGX vs VEXPX
ERSGX vs VEXPX Comparison
Open Charts ERSGX vs VEXPX
Eaton Vance Small-Cap R
Price$14.52
Change-$0.15 (-1.02%)
VolumeN/A
CapitalizationN/A
ERSGX vs VEXPX Comparison Chart
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ERSGX vs. VEXPX commentary
Dec 28, 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 Hold and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 23.9B vs. ERSGX (184M). 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 annual gain was more profitable for investors over the last year : 11.21 vs. ERSGX (9.74). VEXPX return over 5 years is better than : 19.11 vs. ERSGX (17.18).
| 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 | 10.812 | 12.445 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 23.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 9.74 | 11.21 | 87% |
| Returns for 3 years | 0.36 | -2.89 | -12% |
| Returns for 5 years | 17.18 | 19.11 | 90% |
| Returns for 10 years | -3.72 | 32.66 | -11% |
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