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ETEGX vs VSGIX
ETEGX vs VSGIX Comparison
Open Charts ETEGX vs VSGIX
Eaton Vance Small-Cap A
Price$13.93
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets176.63M
Vanguard Small Cap Growth Index I
Price$66.64
Change+$0.45 (+0.68%)
VolumeN/A
Net Assets33.7B
ETEGX vs VSGIX Comparison Chart
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ETEGX vs. VSGIX commentary
Apr 18, 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. ETEGX (177M). VSGIX pays higher dividends than ETEGX: VSGIX (0.61) vs ETEGX (0.13). ETEGX was incepted earlier than VSGIX: ETEGX (28 years) vs VSGIX (25 years). ETEGX (1.38) is less costly to investors than VSGIX (0.06). ETEGX is a more actively managed with annual turnover of: 42.00 vs. VSGIX (19.00). ETEGX has a lower initial minimum investment than VSGIX: ETEGX (1000) vs VSGIX (5000000). ETEGX annual gain was more profitable for investors over the last year : -0.96 vs. VSGIX (-1.70). VSGIX return over 5 years is better than : 43.20 vs. ETEGX (32.17).
| ETEGX | VSGIX | ETEGX / VSGIX | |
| Total Expense Ratio | 1.21 | 0.06 | 2,017% |
| Annual Report Gross Expense Ratio | 1.38 | 0.06 | 2,300% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | -10.058 | -16.000 | 63% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 33.7B | 1% |
| Annual Yield % from dividends | 0.13 | 0.61 | 21% |
| Returns for 1 year | -0.96 | -1.70 | 56% |
| Returns for 3 years | -2.93 | 0.19 | -1,525% |
| Returns for 5 years | 32.17 | 43.20 | 74% |
| Returns for 10 years | -15.19 | 78.75 | -19% |