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ETEGX vs VEXRX
ETEGX vs VEXRX Comparison
Open Charts ETEGX vs VEXRX
Eaton Vance Small-Cap A
Price$14.69
Change-$0.27 (-1.80%)
VolumeN/A
Net Assets175.61M
Vanguard Explorer Adm
Price$102.00
Change-$1.70 (-1.64%)
VolumeN/A
Net Assets19.41B
ETEGX vs VEXRX Comparison Chart
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ETEGX vs. VEXRX commentary
Jun 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. ETEGX (176M). VEXRX pays higher dividends than ETEGX: VEXRX (0.54) vs ETEGX (0.13). ETEGX was incepted earlier than VEXRX: ETEGX (28 years) vs VEXRX (24 years). ETEGX (1.36) is less costly to investors than VEXRX (0.33). ETEGX is a more actively managed with annual turnover of: 38.00 vs. VEXRX (35.00). ETEGX has a lower initial minimum investment than VEXRX: ETEGX (1000) vs VEXRX (50000). ETEGX annual gain was more profitable for investors over the last year : 2.20 vs. VEXRX (-4.36). ETEGX return over 5 years is better than : 29.72 vs. VEXRX (12.98).
| ETEGX | VEXRX | ETEGX / VEXRX | |
| Total Expense Ratio | 1.21 | 0.33 | 367% |
| Annual Report Gross Expense Ratio | 1.36 | 0.33 | 412% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -4.672 | -4.539 | 103% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 19.4B | 1% |
| Annual Yield % from dividends | 0.13 | 0.54 | 23% |
| Returns for 1 year | 2.20 | -4.36 | -50% |
| Returns for 3 years | 18.93 | 17.33 | 109% |
| Returns for 5 years | 29.72 | 12.98 | 229% |
| Returns for 10 years | -4.64 | 9.51 | -49% |
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