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ETEGX vs VEXPX
ETEGX vs VEXPX Comparison
Open Charts ETEGX vs VEXPX
Eaton Vance Small-Cap A
Price$15.03
Change-$0.14 (-0.92%)
VolumeN/A
Net Assets171.14M
ETEGX vs VEXPX Comparison Chart
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ETEGX vs. VEXPX commentary
May 15, 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 ETEGX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 18.9B vs. ETEGX (171M). VEXPX pays higher dividends than ETEGX: VEXPX (0.44) vs ETEGX (0.13). ETEGX was incepted earlier than VEXPX: ETEGX (28 years) vs VEXPX (57 years). ETEGX (1.36) is less costly to investors than VEXPX (0.44). ETEGX is a more actively managed with annual turnover of: 38.00 vs. VEXPX (35.00). ETEGX has a lower initial minimum investment than VEXPX: ETEGX (1000) vs VEXPX (3000). ETEGX annual gain was more profitable for investors over the last year : 3.53 vs. VEXPX (-4.92). ETEGX return over 5 years is better than : 47.85 vs. VEXPX (24.46).
| ETEGX | VEXPX | ETEGX / VEXPX | |
| Total Expense Ratio | 1.21 | 0.44 | 275% |
| Annual Report Gross Expense Ratio | 1.36 | 0.44 | 309% |
| Fund Existence | 28 years | 57 years | - |
| Gain YTD | -1.687 | -4.524 | 37% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 18.9B | 1% |
| Annual Yield % from dividends | 0.13 | 0.44 | 30% |
| Returns for 1 year | 3.53 | -4.92 | -72% |
| Returns for 3 years | 16.00 | 10.21 | 157% |
| Returns for 5 years | 47.85 | 24.46 | 196% |
| Returns for 10 years | -7.02 | 11.56 | -61% |
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