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ERSGX vs VEXRX
ERSGX vs VEXRX Comparison
Open Charts ERSGX vs VEXRX
Eaton Vance Small-Cap R
Price$14.18
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets177.54M
Vanguard Explorer Adm
Price$108.38
Change+$0.80 (+0.74%)
VolumeN/A
Net Assets20.12B
ERSGX vs VEXRX Comparison Chart in %
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ERSGX vs. VEXRX commentary
Jul 27, 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 StrongBuy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.1B vs. ERSGX (178M). VEXRX pays higher dividends than ERSGX: VEXRX (0.52) vs ERSGX (0.09). ERSGX was incepted earlier than VEXRX: ERSGX (16 years) vs VEXRX (24 years). ERSGX (1.61) is less costly to investors than VEXRX (0.33). ERSGX is a more actively managed with annual turnover of: 38.00 vs. VEXRX (35.00). ERSGX has a lower initial minimum investment than VEXRX: ERSGX (1000) vs VEXRX (50000). ERSGX annual gain was more profitable for investors over the last year : -0.41 vs. VEXRX (-1.37). ERSGX return over 5 years is better than : 23.52 vs. VEXRX (11.05).
| ERSGX | VEXRX | ERSGX / VEXRX | |
| Total Expense Ratio | 1.46 | 0.33 | 442% |
| Annual Report Gross Expense Ratio | 1.61 | 0.33 | 488% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -1.596 | 1.432 | -111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 20.1B | 1% |
| Annual Yield % from dividends | 0.09 | 0.52 | 18% |
| Returns for 1 year | -0.41 | -1.37 | 30% |
| Returns for 3 years | 12.99 | 17.02 | 76% |
| Returns for 5 years | 23.52 | 11.05 | 213% |
| Returns for 10 years | -2.53 | 20.53 | -12% |
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