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ERSGX vs VSGAX
ERSGX vs VSGAX Comparison
Open Charts ERSGX vs VSGAX
Eaton Vance Small-Cap R
Price$14.91
Change+$0.10 (+0.68%)
VolumeN/A
Net Assets170.68M
Vanguard Small Cap Growth Index Admiral
Price$103.61
Change+$1.34 (+1.31%)
VolumeN/A
Net Assets38.1B
ERSGX vs VSGAX Comparison Chart
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ERSGX vs. VSGAX commentary
Jan 31, 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 StrongBuy and VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.1B vs. ERSGX (171M). VSGAX pays higher dividends than ERSGX: VSGAX (0.66) vs ERSGX (0.00). ERSGX was incepted earlier than VSGAX: ERSGX (16 years) vs VSGAX (13 years). ERSGX is a more actively managed with annual turnover of: 42.00 vs. VSGAX (19.00). ERSGX has a lower initial minimum investment than VSGAX: ERSGX (1000) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 24.24 vs. ERSGX (14.55). VSGAX return over 5 years is better than : 48.07 vs. ERSGX (20.02).
| ERSGX | VSGAX | ERSGX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 2.776 | 3.901 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 38.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 14.55 | 24.24 | 60% |
| Returns for 3 years | 9.15 | 18.88 | 48% |
| Returns for 5 years | 20.02 | 48.07 | 42% |
| Returns for 10 years | 0.22 | 137.34 | 0% |