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ERSMX vs VSEMX
ERSMX vs VSEMX Comparison
Open Charts ERSMX vs VSEMX
Eaton Vance Atlanta Capital SMID-Cap R
Price$32.99
Change+$0.21 (+0.64%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$236.26
Change+$2.26 (+0.97%)
VolumeN/A
CapitalizationN/A
ERSMX vs VSEMX Comparison Chart
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ERSMX vs. VSEMX commentary
Dec 25, 2024
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 Hold and VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 120B vs. ERSMX (16.1B). VSEMX pays higher dividends than ERSMX: VSEMX (1.23) vs ERSMX (0.00). ERSMX was incepted earlier than VSEMX: ERSMX (15 years) vs VSEMX (9 years). ERSMX is a more actively managed with annual turnover of: 14.00 vs. VSEMX (11.00). ERSMX has a lower initial minimum investment than VSEMX: ERSMX (1000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 17.34 vs. ERSMX (9.63). VSEMX return over 5 years is better than : 54.76 vs. ERSMX (1.33).
| ERSMX | VSEMX | ERSMX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 9.486 | 17.402 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 120B | 13% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | 9.63 | 17.34 | 56% |
| Returns for 3 years | -1.12 | 5.93 | -19% |
| Returns for 5 years | 1.33 | 54.76 | 2% |
| Returns for 10 years | 40.75 | N/A | - |