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ERSGX vs VEXRX
ERSGX vs VEXRX Comparison
Open Charts ERSGX vs VEXRX
Eaton Vance Small-Cap R
Price$13.95
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets175.61M
Vanguard Explorer Adm
Price$102.66
Change+$0.28 (+0.27%)
VolumeN/A
Net Assets18.86B
ERSGX vs VEXRX Comparison Chart
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ERSGX vs. VEXRX commentary
Jun 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 18.9B vs. ERSGX (176M). VEXRX pays higher dividends than ERSGX: VEXRX (0.54) 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 : 4.25 vs. VEXRX (-3.35). ERSGX return over 5 years is better than : 19.44 vs. VEXRX (6.29).
| 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 | -2.776 | -4.183 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 18.9B | 1% |
| Annual Yield % from dividends | 0.09 | 0.54 | 17% |
| Returns for 1 year | 4.25 | -3.35 | -127% |
| Returns for 3 years | 9.98 | 6.51 | 153% |
| Returns for 5 years | 19.44 | 6.29 | 309% |
| Returns for 10 years | -6.08 | 10.71 | -57% |
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