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ERSGX vs VEXRX
ERSGX vs VEXRX Comparison
Open Charts ERSGX vs VEXRX
Eaton Vance Small-Cap R
Price$14.41
Change+$0.10 (+0.70%)
VolumeN/A
Net Assets177.54M
Vanguard Explorer Adm
Price$107.70
Change+$0.84 (+0.79%)
VolumeN/A
Net Assets19.41B
ERSGX vs VEXRX Comparison Chart in %
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ERSGX vs. VEXRX commentary
Jul 06, 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: 19.4B vs. ERSGX (178M). VEXRX pays higher dividends than ERSGX: VEXRX (0.52) vs ERSGX (0.09). ERSGX was incepted earlier than VEXRX: ERSGX (16 years) vs VEXRX (24 years). ERSGX (1.61) 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 : 7.15 vs. VEXRX (1.81). ERSGX return over 5 years is better than : 30.28 vs. VEXRX (13.79).
| ERSGX | VEXRX | ERSGX / VEXRX | |
| Total Expense Ratio | 1.46 | 0.33 | 442% |
| Annual Report Gross Expense Ratio | 1.61 | 0.33 | 488% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 0.000 | 0.796 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 19.4B | 1% |
| Annual Yield % from dividends | 0.09 | 0.52 | 18% |
| Returns for 1 year | 7.15 | 1.81 | 396% |
| Returns for 3 years | 18.90 | 21.58 | 88% |
| Returns for 5 years | 30.28 | 13.79 | 220% |
| Returns for 10 years | -2.62 | 18.80 | -14% |
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