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ERSGX vs VSGAX
ERSGX vs VSGAX Comparison
Open Charts ERSGX vs VSGAX
Eaton Vance Small-Cap R
Price$15.82
Change+$0.23 (+1.48%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$104.66
Change+$1.83 (+1.78%)
VolumeN/A
CapitalizationN/A
ERSGX vs VSGAX Comparison Chart
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ERSGX vs. VSGAX commentary
Nov 23, 2024
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: 35.8B vs. ERSGX (166M). VSGAX pays higher dividends than ERSGX: VSGAX (0.66) vs ERSGX (0.00). ERSGX was incepted earlier than VSGAX: ERSGX (15 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 : 35.72 vs. ERSGX (27.68). VSGAX return over 5 years is better than : 53.72 vs. ERSGX (21.23).
| ERSGX | VSGAX | ERSGX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 17.660 | 21.272 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 35.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 27.68 | 35.72 | 77% |
| Returns for 3 years | -7.53 | 1.64 | -458% |
| Returns for 5 years | 21.23 | 53.72 | 40% |
| Returns for 10 years | -15.04 | 137.60 | -11% |