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ERSGX vs VEXRX
ERSGX vs VEXRX Comparison
Open Charts ERSGX vs VEXRX
Eaton Vance Small-Cap R
Price$13.70
Change+$0.20 (+1.48%)
VolumeN/A
Net Assets171.14M
ERSGX vs VEXRX Comparison Chart
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ERSGX vs. VEXRX commentary
May 09, 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 18.9B vs. ERSGX (171M). VEXRX pays higher dividends than ERSGX: VEXRX (0.57) vs ERSGX (0.10). ERSGX was incepted earlier than VEXRX: ERSGX (16 years) vs VEXRX (24 years). ERSGX (1.63) is less costly to investors than VEXRX (0.33). ERSGX is a more actively managed with annual turnover of: 38.00 vs. VEXRX (35.00). ERSGX has a lower initial minimum investment than VEXRX: ERSGX (1000) vs VEXRX (50000). ERSGX annual gain was more profitable for investors over the last year : -1.52 vs. VEXRX (-8.83). ERSGX return over 5 years is better than : 29.67 vs. VEXRX (12.72).
| ERSGX | VEXRX | ERSGX / VEXRX | |
| Total Expense Ratio | 1.46 | 0.33 | 442% |
| Annual Report Gross Expense Ratio | 1.63 | 0.33 | 494% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -6.315 | -9.153 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 18.9B | 1% |
| Annual Yield % from dividends | 0.10 | 0.57 | 17% |
| Returns for 1 year | -1.52 | -8.83 | 17% |
| Returns for 3 years | 9.76 | 7.57 | 129% |
| Returns for 5 years | 29.67 | 12.72 | 233% |
| Returns for 10 years | -15.07 | 6.85 | -220% |
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