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ERSMX vs VMCIX
ERSMX vs VMCIX Comparison
Open Charts ERSMX vs VMCIX
Eaton Vance Atlanta Capital SMID-Cap R
Price$30.72
Change-$0.34 (-1.09%)
VolumeN/A
Net Assets13.18B
Vanguard Mid Cap Index Institutional
Price$80.36
Change-$0.47 (-0.58%)
VolumeN/A
Net Assets201.28B
ERSMX vs VMCIX Comparison Chart in %
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ERSMX vs. VMCIX commentary
Oct 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 ERSMX is a Buy and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 201B vs. ERSMX (13.2B). VMCIX pays higher dividends than ERSMX: VMCIX (1.49) vs ERSMX (0.00). ERSMX was incepted earlier than VMCIX: ERSMX (16 years) vs VMCIX (27 years). ERSMX (1.37) is less costly to investors than VMCIX (0.04). VMCIX is a more actively managed with annual turnover of: 16.00 vs. ERSMX (9.00). ERSMX has a lower initial minimum investment than VMCIX: ERSMX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 13.11 vs. ERSMX (-9.76). VMCIX return over 5 years is better than : 61.56 vs. ERSMX (-0.61).
| ERSMX | VMCIX | ERSMX / VMCIX | |
| Total Expense Ratio | 1.37 | 0.04 | 3,425% |
| Annual Report Gross Expense Ratio | 1.37 | 0.04 | 3,425% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | -4.490 | 12.041 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 201B | 7% |
| Annual Yield % from dividends | 0.00 | 1.49 | - |
| Returns for 1 year | -9.76 | 13.11 | -74% |
| Returns for 3 years | 9.14 | 54.76 | 17% |
| Returns for 5 years | -0.61 | 61.56 | -1% |
| Returns for 10 years | 26.36 | 146.00 | 18% |
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