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ERSMX vs VMCPX
ERSMX vs VMCPX Comparison
Open Charts ERSMX vs VMCPX
Eaton Vance Atlanta Capital SMID-Cap R
Price$31.71
Change-$0.55 (-1.70%)
VolumeN/A
Net Assets13.99B
Vanguard Mid Cap Index InstitutionalPlus
Price$393.54
Change-$2.81 (-0.71%)
VolumeN/A
Net Assets199.16B
ERSMX vs VMCPX Comparison Chart in %
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ERSMX vs. VMCPX commentary
Sep 13, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. ERSMX (14B). VMCPX pays higher dividends than ERSMX: VMCPX (1.48) vs ERSMX (0.00). ERSMX was incepted earlier than VMCPX: ERSMX (16 years) vs VMCPX (15 years). ERSMX (1.37) is less costly to investors than VMCPX (0.03). VMCPX is a more actively managed with annual turnover of: 16.00 vs. ERSMX (9.00). ERSMX has a lower initial minimum investment than VMCPX: ERSMX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 15.57 vs. ERSMX (-3.99). VMCPX return over 5 years is better than : 71.05 vs. ERSMX (6.40).
| ERSMX | VMCPX | ERSMX / VMCPX | |
| Total Expense Ratio | 1.37 | 0.03 | 4,567% |
| Annual Report Gross Expense Ratio | 1.37 | 0.03 | 4,567% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | -0.800 | 11.371 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 199B | 7% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | -3.99 | 15.57 | -26% |
| Returns for 3 years | 7.18 | 40.61 | 18% |
| Returns for 5 years | 6.40 | 71.05 | 9% |
| Returns for 10 years | 32.05 | 144.35 | 22% |
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