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ERSMX vs VSEMX
ERSMX vs VSEMX Comparison
Open Charts ERSMX vs VSEMX
Eaton Vance Atlanta Capital SMID-Cap R
Price$31.18
Change-$0.43 (-1.36%)
VolumeN/A
Net Assets15.38B
Vanguard Extended Market Index Instl Sel
Price$223.01
Change-$6.06 (-2.65%)
VolumeN/A
Net Assets116.7B
ERSMX vs VSEMX Comparison Chart
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ERSMX vs. VSEMX commentary
Mar 04, 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 VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 117B vs. ERSMX (15.4B). VSEMX pays higher dividends than ERSMX: VSEMX (1.23) vs ERSMX (0.00). ERSMX was incepted earlier than VSEMX: ERSMX (16 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 : 9.88 vs. ERSMX (-0.22). VSEMX return over 5 years is better than : 59.22 vs. ERSMX (5.30).
| ERSMX | VSEMX | ERSMX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | -2.798 | -1.080 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 117B | 13% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | -0.22 | 9.88 | -2% |
| Returns for 3 years | 1.71 | 19.78 | 9% |
| Returns for 5 years | 5.30 | 59.22 | 9% |
| Returns for 10 years | 31.93 | N/A | - |
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