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ERSMX vs VEMPX
ERSMX vs VEMPX Comparison
Open Charts ERSMX vs VEMPX
Eaton Vance Atlanta Capital SMID-Cap R
Price$31.80
Change-$0.13 (-0.41%)
VolumeN/A
Net Assets14.06B
Vanguard Extended Market Index InstlPlus
Price$383.69
Change+$11.48 (+3.08%)
VolumeN/A
Net Assets78.9B
ERSMX vs VEMPX Comparison Chart in %
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ERSMX vs. VEMPX commentary
Aug 23, 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 ERSMX is a Buy and VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 78.9B vs. ERSMX (14.1B). VEMPX pays higher dividends than ERSMX: VEMPX (1.13) vs ERSMX (0.00). ERSMX was incepted earlier than VEMPX: ERSMX (16 years) vs VEMPX (15 years). ERSMX (1.37) is less costly to investors than VEMPX (0.04). VEMPX is a more actively managed with annual turnover of: 11.00 vs. ERSMX (9.00). ERSMX has a lower initial minimum investment than VEMPX: ERSMX (1000) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 13.82 vs. ERSMX (-5.34). VEMPX return over 5 years is better than : 54.75 vs. ERSMX (5.07).
| ERSMX | VEMPX | ERSMX / VEMPX | |
| Total Expense Ratio | 1.37 | 0.04 | 3,425% |
| Annual Report Gross Expense Ratio | 1.37 | 0.04 | 3,425% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | -1.814 | 4.844 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 78.9B | 18% |
| Annual Yield % from dividends | 0.00 | 1.13 | - |
| Returns for 1 year | -5.34 | 13.82 | -39% |
| Returns for 3 years | 3.37 | 36.87 | 9% |
| Returns for 5 years | 5.07 | 54.75 | 9% |
| Returns for 10 years | 35.81 | 151.35 | 24% |
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