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ERSGX vs VEXPX
ERSGX vs VEXPX Comparison
Open Charts ERSGX vs VEXPX
Eaton Vance Small-Cap R
Price$14.07
Change-$0.15 (-1.05%)
VolumeN/A
Net Assets179.69M
ERSGX vs VEXPX Comparison Chart in %
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ERSGX vs. VEXPX commentary
Aug 17, 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 ERSGX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. ERSGX (180M). VEXPX pays higher dividends than ERSGX: VEXPX (0.40) vs ERSGX (0.10). ERSGX was incepted earlier than VEXPX: ERSGX (16 years) vs VEXPX (58 years). ERSGX (1.61) is less costly to investors than VEXPX (0.44). ERSGX is a more actively managed with annual turnover of: 38.00 vs. VEXPX (35.00). ERSGX has a lower initial minimum investment than VEXPX: ERSGX (1000) vs VEXPX (3000). ERSGX annual gain was more profitable for investors over the last year : -0.55 vs. VEXPX (-1.90). ERSGX return over 5 years is better than : 16.77 vs. VEXPX (5.07).
| ERSGX | VEXPX | ERSGX / VEXPX | |
| Total Expense Ratio | 1.46 | 0.44 | 332% |
| Annual Report Gross Expense Ratio | 1.61 | 0.44 | 366% |
| Fund Existence | 16 years | 58 years | - |
| Gain YTD | -2.359 | 1.235 | -191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 19.9B | 1% |
| Annual Yield % from dividends | 0.10 | 0.40 | 24% |
| Returns for 1 year | -0.55 | -1.90 | 29% |
| Returns for 3 years | 4.62 | 5.40 | 86% |
| Returns for 5 years | 16.77 | 5.07 | 330% |
| Returns for 10 years | -5.24 | 19.92 | -26% |
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