Interact to see
Advertisement
Advertisement
ERSGX vs VEXRX
ERSGX vs VEXRX Comparison
Open Charts ERSGX vs VEXRX
Eaton Vance Small-Cap R
Price$14.12
Change-$0.06 (-0.42%)
VolumeN/A
Net Assets177.54M
Vanguard Explorer Adm
Price$108.33
Change-$0.05 (-0.05%)
VolumeN/A
Net Assets20.12B
ERSGX vs VEXRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ERSGX vs. VEXRX commentary
Jul 29, 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 Hold and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.1B 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). VEXRX (-2.17) and ERSGX (-2.26) have marching annual gain over last year. ERSGX return over 5 years is better than : 21.30 vs. VEXRX (8.84).
| 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 | -1.596 | 1.432 | -111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 20.1B | 1% |
| Annual Yield % from dividends | 0.09 | 0.52 | 18% |
| Returns for 1 year | -2.26 | -2.17 | 104% |
| Returns for 3 years | 9.00 | 11.91 | 76% |
| Returns for 5 years | 21.30 | 8.84 | 241% |
| Returns for 10 years | -3.72 | 19.13 | -19% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RND | 27.86 | N/A | N/A |
| First Trust Bloomberg R&D Leaders ETF | |||
| FLMI | 23.98 | -0.03 | -0.12% |
| Franklin Dynamic Municipal Bond ETF | |||
| VHT | 249.41 | -2.10 | -0.83% |
| Vanguard Health Care ETF | |||
| XRLV | 55.08 | -0.68 | -1.22% |
| Invesco S&P 500® ex-Rate Snsv LowVol ETF | |||
| WGMI | 26.13 | -0.43 | -1.62% |
| CoinShares Bitcoin Mining ETF | |||