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ERSGX vs VSGAX
ERSGX vs VSGAX Comparison
Open Charts ERSGX vs VSGAX
Eaton Vance Small-Cap R
Price$13.70
Change+$0.20 (+1.48%)
VolumeN/A
Net Assets171.14M
Vanguard Small Cap Growth Index Admiral
Price$90.55
Change+$1.36 (+1.52%)
VolumeN/A
Net Assets32.98B
ERSGX vs VSGAX Comparison Chart
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ERSGX vs. VSGAX commentary
May 09, 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33B vs. ERSGX (171M). VSGAX pays higher dividends than ERSGX: VSGAX (0.60) vs ERSGX (0.10). ERSGX was incepted earlier than VSGAX: ERSGX (16 years) vs VSGAX (14 years). ERSGX (1.63) is less costly to investors than VSGAX (0.07). ERSGX is a more actively managed with annual turnover of: 38.00 vs. VSGAX (21.00). 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 : 1.83 vs. ERSGX (-1.52). VSGAX return over 5 years is better than : 39.87 vs. ERSGX (29.67).
| ERSGX | VSGAX | ERSGX / VSGAX | |
| Total Expense Ratio | 1.46 | 0.07 | 2,086% |
| Annual Report Gross Expense Ratio | 1.63 | 0.07 | 2,329% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | -6.315 | -9.351 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 33B | 1% |
| Annual Yield % from dividends | 0.10 | 0.60 | 16% |
| Returns for 1 year | -1.52 | 1.83 | -83% |
| Returns for 3 years | 9.76 | 26.49 | 37% |
| Returns for 5 years | 29.67 | 39.87 | 74% |
| Returns for 10 years | -15.07 | 95.80 | -16% |
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