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ERSGX vs VSGAX
ERSGX vs VSGAX Comparison
Open Charts ERSGX vs VSGAX
Eaton Vance Small-Cap R
Price$13.02
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets176.63M
Vanguard Small Cap Growth Index Admiral
Price$83.22
Change+$0.57 (+0.69%)
VolumeN/A
Net Assets33.7B
ERSGX vs VSGAX Comparison Chart
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ERSGX vs. VSGAX commentary
Apr 19, 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: 33.7B vs. ERSGX (177M). VSGAX pays higher dividends than ERSGX: VSGAX (0.60) vs ERSGX (0.09). 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: 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 : -1.03 vs. ERSGX (-1.44). VSGAX return over 5 years is better than : 44.16 vs. ERSGX (29.74).
| 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 | -10.132 | -15.418 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 33.7B | 1% |
| Annual Yield % from dividends | 0.09 | 0.60 | 16% |
| Returns for 1 year | -1.44 | -1.03 | 140% |
| Returns for 3 years | -3.85 | 0.87 | -442% |
| Returns for 5 years | 29.74 | 44.16 | 67% |
| Returns for 10 years | -19.40 | 79.96 | -24% |
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