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ERSGX vs VSGIX
ERSGX vs VSGIX Comparison
Open Charts ERSGX vs VSGIX
Eaton Vance Small-Cap R
Price$14.07
Change-$0.15 (-1.05%)
VolumeN/A
Net Assets179.69M
Vanguard Small Cap Growth Index I
Price$80.56
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets37.46B
ERSGX vs VSGIX Comparison Chart in %
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ERSGX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. ERSGX (180M). VSGIX pays higher dividends than ERSGX: VSGIX (0.54) vs ERSGX (0.10). ERSGX was incepted earlier than VSGIX: ERSGX (16 years) vs VSGIX (25 years). ERSGX (1.61) is less costly to investors than VSGIX (0.06). ERSGX is a more actively managed with annual turnover of: 38.00 vs. VSGIX (21.00). ERSGX has a lower initial minimum investment than VSGIX: ERSGX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 12.52 vs. ERSGX (-0.55). VSGIX return over 5 years is better than : 34.27 vs. ERSGX (16.77).
| ERSGX | VSGIX | ERSGX / VSGIX | |
| Total Expense Ratio | 1.46 | 0.06 | 2,433% |
| Annual Report Gross Expense Ratio | 1.61 | 0.06 | 2,683% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | -2.359 | 2.257 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 37.5B | 0% |
| Annual Yield % from dividends | 0.10 | 0.54 | 18% |
| Returns for 1 year | -0.55 | 12.52 | -4% |
| Returns for 3 years | 4.62 | 21.63 | 21% |
| Returns for 5 years | 16.77 | 34.27 | 49% |
| Returns for 10 years | -5.24 | 121.03 | -4% |
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