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ERSGX vs VEXRX
ERSGX vs VEXRX Comparison
Open Charts ERSGX vs VEXRX
Eaton Vance Small-Cap R
Price$14.14
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets172.6M
Vanguard Explorer Adm
Price$100.02
Change+$0.15 (+0.15%)
VolumeN/A
Net Assets21.35B
ERSGX vs VEXRX Comparison Chart
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ERSGX vs. VEXRX commentary
Mar 10, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. ERSGX (173M). VEXRX pays higher dividends than ERSGX: VEXRX (0.53) vs ERSGX (0.09). ERSGX was incepted earlier than VEXRX: ERSGX (16 years) vs VEXRX (23 years). ERSGX (1.63) is less costly to investors than VEXRX (0.34). ERSGX is a more actively managed with annual turnover of: 42.00 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 : 2.18 vs. VEXRX (-7.93). ERSGX return over 5 years is better than : 24.36 vs. VEXRX (15.53).
| ERSGX | VEXRX | ERSGX / VEXRX | |
| Total Expense Ratio | 1.46 | 0.34 | 429% |
| Annual Report Gross Expense Ratio | 1.63 | 0.34 | 479% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -1.874 | -6.392 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 21.4B | 1% |
| Annual Yield % from dividends | 0.09 | 0.53 | 17% |
| Returns for 1 year | 2.18 | -7.93 | -28% |
| Returns for 3 years | 7.78 | 0.01 | 69,846% |
| Returns for 5 years | 24.36 | 15.53 | 157% |
| Returns for 10 years | -7.92 | 13.05 | -61% |
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